Summit Financial Group, Inc. Reduced Holdings in Q1 2024

Summit Financial Group, Inc.

  • $279 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-150
- 0.6%
$169.0 - $195.18 $25.4K - $29.3K
25K $4.28M
EEM
Ishares Msci Emerging Markets

ETFs
-13.4K
- 16.29%
$37.68 - $41.36 $505K - $555K
68.9K $2.83M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-13.2K
- 43.76%
$22.51 - $23.08 $298K - $306K
17K $387K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.13K
- 47.37%
$50.64 - $51.08 $209K - $211K
4.59K $234K
INTC
Intel Corp

Technology
-25
- 0.07%
$41.83 - $49.55 $1.05K - $1.24K
33.4K $1.47M
CSX
Csx Corp

Industrials
-13.5K
- 9.61%
$34.39 - $38.38 $464K - $518K
127K $4.71M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.81K
- 9.1%
$81.49 - $82.34 $148K - $149K
18.1K $1.48M
RZV
Invesco Fd Tr

ETFs
-910
- 12.02%
$98.35 - $107.51 $89.5K - $97.8K
6.66K $716K
XLP
Consumer Staples Sector Spdr

ETFs
-1.46K
- 35.62%
$71.59 - $76.36 $104K - $111K
2.63K $200K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-405
- 1.72%
$114.97 - $117.54 $46.6K - $47.6K
23.1K $2.68M
AEP
American Electric Power CO Inc

Utilities
-1.59K
- 11.65%
$75.94 - $86.1 $121K - $137K
12K $1.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2K
- 2.98%
$102.35 - $110.52 $205K - $221K
65.1K $7.19M
HON
Honeywell International Inc

Industrials
-185
- 3.72%
$193.01 - $209.0 $35.7K - $38.7K
4.79K $983K
IDV
Ishares Tr

ETFs
-1.85K
- 10.52%
$26.95 - $28.13 $49.9K - $52K
15.7K $441K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-2.3K
- 5.26%
$27.6 - $28.67 $63.5K - $65.9K
41.5K $1.17M
PFE
Pfizer Inc

Healthcare
-350
- 1.09%
$25.89 - $29.73 $9.06K - $10.4K
31.9K $885K
IEF
Ishares Barclays

ETFs
-332
- 12.06%
$93.54 - $96.82 $31.1K - $32.1K
2.42K $229K
T
At&T Inc.

Communication Services
-4.02K
- 9.62%
$16.23 - $18.04 $65.2K - $72.5K
37.7K $664K
SRLN
Ssga Active Trust

ETFs
-765
- 8.64%
$41.64 - $42.11 $31.9K - $32.2K
8.09K $340K
DD
Du Pont De Nemours, Inc.

Basic Materials
-322
- 7.18%
$61.21 - $77.51 $19.7K - $25K
4.17K $319K
KHC
Kraft Heinz CO

Consumer Defensive
-700
- 7.99%
$34.16 - $38.55 $23.9K - $27K
8.06K $297K
XLB
Select Sector Spdr Fd Material

ETFs
-502
- 17.99%
$80.98 - $92.89 $40.7K - $46.6K
2.29K $212K
WELL
Welltower Inc.

Real Estate
-500
- 7.18%
$86.51 - $94.25 $43.3K - $47.1K
6.47K $604K
AMGN
Amgen Inc

Healthcare
-36
- 2.72%
$268.87 - $324.56 $9.68K - $11.7K
1.29K $365K
ROBO
Robo Global Robotics And Autom

ETFs
-695
- 3.45%
$54.12 - $59.18 $37.6K - $41.1K
19.4K $1.14M
FISV
Fiserv Inc

Technology
-50
- 0.38%
N/A
13.3K $1.66M
DUK
Duke Energy Corp

Utilities
-25
- 0.28%
$90.65 - $99.39 $2.27K - $2.48K
9.06K $875K
SO
Southern CO

Utilities
-300
- 2.99%
$66.25 - $72.24 $19.9K - $21.7K
9.73K $698K
HSY
Hershey CO

Consumer Defensive
-225
- 4.13%
$184.0 - $202.31 $41.4K - $45.5K
5.23K $1.02M
DOW
Dow Inc.

Basic Materials
-274
- 4.89%
$52.47 - $58.17 $14.4K - $15.9K
5.33K $308K
TXN
Texas Instruments Inc

Technology
-25
- 1.84%
$156.85 - $175.27 $3.92K - $4.38K
1.34K $232K
BDX
Becton Dickinson & CO

Healthcare
-5
- 0.49%
$233.45 - $247.73 $1.17K - $1.24K
1.01K $250K
SJNK
Spdr Bloomberg Short Term High

ETFs
-2
- 0.01%
$24.97 - $25.29 $49.9 - $50.6
37.8K $952K
D
Dominion Energy, Inc

Utilities
-216
- 3.34%
$44.15 - $49.19 $9.54K - $10.6K
6.25K $307K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-60
- 2.51%
$119.97 - $130.73 $7.2K - $7.84K
2.33K $304K
SLV
I Shares Silver Trust

ETFs
-190
- 1.8%
$20.2 - $23.29 $3.84K - $4.43K
10.4K $236K
SHEL
Shell PLC

Energy
-50
- 0.72%
$61.04 - $67.42 $3.05K - $3.37K
6.91K $463K
IEZ
Ishares Tr

ETFs
-220
- 2.41%
$19.85 - $23.65 $4.37K - $5.2K
8.92K $210K
PEP
Pepsico Inc

Consumer Defensive
-313
- 2.46%
$162.04 - $175.01 $50.7K - $54.8K
12.4K $2.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-768
- 1.19%
$39.04 - $42.23 $30K - $32.4K
63.7K $2.66M
GIS
General Mills Inc

Consumer Defensive
-440
- 5.09%
$62.34 - $69.97 $27.4K - $30.8K
8.21K $574K
SLB
Schlumberger Limited

Energy
-395
- 3.13%
$47.08 - $54.9 $18.6K - $21.7K
12.2K $670K
NEE
Nextera Energy Inc

Utilities
-300
- 2.78%
$54.97 - $63.91 $16.5K - $19.2K
10.5K $669K
JNJ
Johnson & Johnson

Healthcare
-186
- 0.51%
$155.22 - $162.74 $28.9K - $30.3K
36.6K $5.8M
IOO
Ishares Tr Global 100 ETF

ETFs
-25
- 0.77%
$79.13 - $89.46 $1.98K - $2.24K
3.23K $288K
ADP
Automatic Data Processing Inc

Industrials
-45
- 1.99%
$232.51 - $255.87 $10.5K - $11.5K
2.22K $554K
BMY
Bristol Myers Squibb CO

Healthcare
-25
- 0.24%
$47.98 - $54.4 $1.2K - $1.36K
10.4K $564K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-485
- 3.54%
$78.22 - $87.74 $37.9K - $42.6K
13.2K $1.16M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-100
- 0.19%
$22.99 - $23.82 $2.3K - $2.38K
51.8K $1.23M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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