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 |
|