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Summit Financial Group Inc

SEC CIK
0000811808
Latest filing
Apr 5, 2024

TFC holding history

Truist Financial 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.

TFC overviewAll 13F holders of TFCFull Q1 2024 holdings

Shares (Q1 2024)
24,264
Value
$945.8K
% of portfolio
0.3%
Quarters held
13
Since Q1 2021
Holdings of TFC by Summit Financial Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202424,264$945.8K0.3%00.0%UnchangedHolders
Q4 202324,264$895.8K0.3%+2,900+13.6%AddedHolders
Q3 202321,364$611.2K0.3%00.0%UnchangedHolders
Q2 202321,364$648.4K0.3%00.0%UnchangedHolders
Q1 202321,364$728.5K0.3%00.0%UnchangedHolders
Q4 202221,364$919.0K0.4%+450+2.2%AddedHolders
Q3 202220,914$911.0K0.4%00.0%UnchangedHolders
Q2 202220,914$992.0K0.4%00.0%UnchangedHolders
Q1 202220,914$1.19M0.4%+2,500+13.6%AddedHolders
Q4 202118,414$1.08M0.4%+5,000+37.3%AddedHolders
Q3 202113,414$787.0K0.3%+8,865+194.9%AddedHolders
Q2 20214,549$252.0K0.1%00.0%UnchangedHolders
Q1 20214,549$265.0K0.1%––Holders

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