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Summit Financial Group Inc

SEC CIK
0000811808
Latest filing
Apr 5, 2024

CSX holding history

CSX Corp in every 13F filed by Summit Financial Group Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q1 2024 holdings

Shares (Q1 2024)
127,024
Value
$4.71M
% of portfolio
1.7%
Quarters held
13
Since Q1 2021
Holdings of CSX by Summit Financial Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024127,024$4.71M1.7%−13,500−9.6%ReducedHolders
Q4 2023140,524$4.87M1.9%+25,500+22.2%AddedHolders
Q3 2023115,024$3.54M1.5%+1,500+1.3%AddedHolders
Q2 2023113,524$3.87M1.5%00.0%UnchangedHolders
Q1 2023113,524$3.40M1.3%00.0%UnchangedHolders
Q4 2022113,524$3.52M1.4%00.0%UnchangedHolders
Q3 2022113,524$3.02M1.3%−641−0.6%ReducedHolders
Q2 2022114,165$3.32M1.3%−4,603−3.9%ReducedHolders
Q1 2022118,768$4.45M1.5%−435−0.4%ReducedHolders
Q4 2021119,203$4.48M1.5%+9,196+8.4%AddedHolders
Q3 2021110,007$3.27M1.2%00.0%UnchangedHolders
Q2 2021110,007$3.53M1.3%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 202136,669$3.54M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.