Summit Financial shares owned by Summit Financial
Quarter-by-quarter ownership of Summit Financial shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Summit Financial
Tip: Access up to 7 years of quarterly data
All positions including Summit Financial held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Summit Financial by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.0M | 219k | 27.16 |
| 2023-12-31 | $6.4M | 210k | 30.69 |
| 2023-09-30 | $5.5M | 244k | 22.54 |
| 2023-06-30 | $5.0M | 244k | 20.66 |
| 2023-03-31 | $5.1M | 245k | 20.75 |
| 2022-12-31 | $6.0M | 240k | 24.89 |
| 2022-09-30 | $7.0M | 259k | 26.94 |
| 2022-06-30 | $7.4M | 267k | 27.78 |
| 2022-03-31 | $6.9M | 269k | 25.59 |
| 2021-12-31 | $6.8M | 249k | 27.45 |
| 2021-09-30 | $4.8M | 195k | 24.51 |
| 2021-06-30 | $4.4M | 199k | 22.01 |
| 2021-03-31 | $5.2M | 195k | 26.55 |
| 2020-12-31 | $5.1M | 231k | 22.08 |
| 2020-09-30 | $3.6M | 244k | 14.81 |
| 2020-06-30 | $4.0M | 244k | 16.48 |
| 2020-03-31 | $5.2M | 244k | 21.21 |
| 2019-12-31 | $6.6M | 245k | 27.09 |
| 2019-09-30 | $2.7M | 104k | 25.59 |
| 2019-06-30 | $3.9M | 146k | 26.85 |
| 2019-03-31 | $3.9M | 148k | 26.51 |
| 2018-12-31 | $3.0M | 154k | 19.31 |
| 2018-09-30 | $3.6M | 155k | 23.21 |
| 2018-06-30 | $4.2M | 157k | 26.84 |
| 2018-03-31 | $3.9M | 157k | 25.01 |
| 2017-12-31 | $4.1M | 157k | 26.32 |
| 2017-09-30 | $4.2M | 163k | 25.66 |
| 2017-06-30 | $5.4M | 246k | 22.00 |