SUMMIT FINANCIAL GROUP, INC. Historic Quarter Change: USA Stocks, New

SUMMIT FINANCIAL GROUP, INC. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, SUMMIT FINANCIAL GROUP, INC. opened 4 positions, added to 7, reduced 44 and sold out of 0.

Q1 2024: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 0.
Q1 2024: Stock CI; Country of operation United States; Class COM; Shares before 0.
Q1 2024: Stock MRSH; Country of operation United States; Class COM; Shares before 0.
Q1 2024: Stock FBIN; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 811808), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.

Quarter	Stock	Country of operation	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2024	IAU I SHARES GOLD TR	United States	ISHARES NEW	6,544	+6,544	$0	$274,913	+$274,913	2024-04-05
Q1 2024	CI THE CIGNA GROUP	United States	COM	616	+616	$0	$223,724	+$223,724	2024-04-05
Q1 2024	MRSH MARSH & MCLENNAN COS INC	United States	COM	993	+993	$0	$204,538	+$204,538	2024-04-05
Q1 2024	FBIN FORTUNE BRANDS INNOVATIONS I	United States	COM	2,400	+2,400	$0	$203,208	+$203,208	2024-04-05

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