ZIM
SMMF

Zacks Investment Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-7,598
Closed -$204K 597
2019
Q2
$204K Hold
7,598
﹤0.01% 506
2019
Q1
$201K Buy
+7,598
New +$201K ﹤0.01% 509
2018
Q3
Sell
-7,682
Closed -$206K 628
2018
Q2
$206K Buy
+7,682
New +$206K ﹤0.01% 517
2018
Q1
Sell
-17,182
Closed -$452K 639
2017
Q4
$452K Hold
17,182
0.01% 472
2017
Q3
$441K Hold
17,182
0.01% 458
2017
Q2
$378K Hold
17,182
0.01% 475
2017
Q1
$370K Hold
17,182
0.01% 480
2016
Q4
$473K Hold
17,182
0.01% 448
2016
Q3
$329K Hold
17,182
0.01% 492
2016
Q2
$301K Hold
17,182
0.01% 501
2016
Q1
$266K Hold
17,182
0.01% 513
2015
Q4
$204K Hold
17,182
0.01% 527
2015
Q3
$202K Hold
17,182
0.01% 550
2015
Q2
$193K Hold
17,182
0.01% 600
2015
Q1
$205K Buy
17,182
+250
+1% +$2.98K 0.01% 588
2014
Q4
$199K Hold
16,932
0.01% 601
2014
Q3
$174K Hold
16,932
0.01% 637
2014
Q2
$180K Buy
16,932
+100
+0.6% +$1.06K 0.01% 641
2014
Q1
$173K Hold
16,832
0.01% 647
2013
Q4
$167K Hold
16,832
0.01% 648
2013
Q3
$146K Hold
16,832
0.01% 632
2013
Q2
$139K Buy
+16,832
New +$139K 0.01% 595