SUMMIT FINANCIAL GROUP, INC. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, SUMMIT FINANCIAL GROUP, INC. opened 4 positions, added to 7, reduced 44, sold out of 0 and left 49 unchanged. The largest increase in value was LLY (+$2,074,954); the largest decrease was AAPL (-$554,793).
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2023-12-31 0; Shares 2024-03-31 6,544.
- CI: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 616.
- MRSH: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 993.
- FBIN: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 2,400.
Two Form 13F-HR filings compared (SEC CIK 811808): 2023-12-31 (filed 2024-01-12) and 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; share change is the position change.
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