Summit Financial Strategies, Inc. Closed Holding Positions

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 25, 2022
4,234
$41.5 - $56.57 $176K - $240K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
9,422
$17.92 - $21.32 $169K - $201K
GCI
Gannett Co., Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
20,766
$2.9 - $4.57 $60.2K - $94.9K
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Jul 25, 2022
1,812
$97.82 - $115.43 $177K - $209K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
423
$582.26 - $782.23 $246K - $331K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Jul 25, 2022
5,112
$27.2 - $48.94 $139K - $250K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 04, 2022
206
$51.26 - $136.31 $10.6K - $28.1K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2022 Filed on May 04, 2022
3,648
$50.55 - $56.5 $184K - $206K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2022 Filed on May 04, 2022
10,699
$6.76 - $7.24 $72.3K - $77.5K
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on May 04, 2022
1,202
$141.39 - $175.52 $170K - $211K
KODK
Eastman Kodak CO

Industrials
Q4 2021 Filed on Feb 03, 2022
600
$4.6 - $7.41 $2.76K - $4.45K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Feb 03, 2022
3,489
$54.85 - $62.74 $191K - $219K
KODK
Eastman Kodak CO

Industrials
Q4 2021 Filed on Feb 03, 2022
1,400,000
$4.6 - $7.41 $6.44M - $10.4M
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
6,191
$47.71 - $57.4 $295K - $355K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
3,694
$58.07 - $66.37 $215K - $245K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
3,294
$85.94 - $98.85 $283K - $326K
AAL
American Airlines Group Inc.

Industrials
Q3 2021 Filed on Nov 10, 2021
10,627
$18.5 - $22.08 $197K - $235K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2021 Filed on Aug 11, 2021
3,198
$194.92 - $220.69 $623K - $706K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2021 Filed on Aug 11, 2021
2
$390360.0 - $439460.0 $781K - $879K
BA
Boeing CO

Industrials
Q2 2021 Filed on Aug 11, 2021
1,538
$220.78 - $259.36 $340K - $399K
ICF
Ishares Tr

ETFs
Q1 2021 Filed on May 11, 2021
4,921
$51.49 - $58.47 $253K - $288K
Central Fed Corp
Q3 2020 Filed on Nov 16, 2020
10,457
N/A
United States Oil Fund LP
Q2 2020 Filed on Jul 31, 2020
31,612
N/A
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2020 Filed on May 11, 2020
6,731
$68.26 - $108.76 $459K - $732K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on May 11, 2020
19,300
$18.2 - $29.21 $351K - $564K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2019 Filed on May 14, 2019
13,800
$50.07 - $50.3 $691K - $694K
Tanzanian Royalty Expl Corp
Q4 2018 Filed on Feb 06, 2019
15,500
N/A
General Electric CO
Q4 2018 Filed on Feb 06, 2019
16,134
N/A
HHC
Howard Hughes Corp

Real Estate
Q4 2018 Filed on Feb 06, 2019
1,750
$89.85 - $124.02 $157K - $217K
AADR
Advisorshares Dorsey Wright Ad

ETFs
Q4 2018 Filed on Feb 06, 2019
4,379
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 06, 2018
7,277
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 06, 2018
5,270
N/A
Bravo Brio Restaurant Group
Q2 2018 Filed on Aug 06, 2018
34,529
N/A
Powershares Qqq Trust
Q1 2018 Filed on May 14, 2018
1,652
N/A
WFC
Wells Fargo & Company

Financial Services
Q1 2018 Filed on May 14, 2018
3,448
$50.98 - $65.93 $176K - $227K
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