Notify me when SUMMIT FINANCIAL GROUP, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 190 | $281,264,099 | +$11,778,048 | -$5,475,047 | +$6,303,001 | MSFT, SPY, RSP, LLY, IJR | 13F-HR | 05 Apr 2024, 14:51 |
| Q4 2023 | 184 | $261,178,758 | +$9,351,755 | -$8,788,477 | +$563,278 | MSFT, SPY, RSP, IJR, SMMF | 13F-HR | 12 Jan 2024, 14:19 |
| Q3 2023 | 178 | $237,857,408 | +$1,753,205 | -$11,585,101 | -$9,831,896 | MSFT, SPY, RSP, IJR, PG | 13F-HR | 17 Oct 2023, 15:54 |
| Q2 2023 | 185 | $257,144,120 | +$8,877,587 | -$14,309,635 | -$5,432,048 | MSFT, SPY, RSP, IJR, PG | 13F-HR | 13 Jul 2023, 14:53 |
| Q1 2023 | 192 | $252,632,893 | +$7,989,857 | -$12,689,822 | -$4,699,965 | MSFT, SPY, RSP, PG, IJR | 13F-HR | 11 Apr 2023, 16:08 |
| Q4 2022 | 193 | $252,388,000 | +$3,660,015 | -$12,615,391 | -$8,955,376 | MSFT, SPY, RSP, JNJ, PG | 13F-HR | 09 Jan 2023, 14:21 |
| Q3 2022 | 190 | $240,771,000 | +$5,577,410 | -$7,433,291 | -$1,855,881 | MSFT, SPY, SMMF, AGG, JNJ | Restatement | 16 Nov 2022, 12:02 |
| Q2 2022 | 195 | $259,090,000 | +$10,887,547 | -$10,258,307 | +$629,240 | MSFT, SMMF, AGG, JNJ, PG | 13F-HR | 07 Jul 2022, 14:40 |
| Q1 2022 | 211 | $293,136,000 | +$16,584,969 | -$17,896,918 | -$1,311,949 | MSFT, SPY, AGG, RSP, PG | 13F-HR | 08 Apr 2022, 16:30 |
| Q4 2021 | 211 | $307,171,000 | +$15,754,972 | -$4,860,301 | +$10,894,671 | MSFT, IJR, AGG, SPY, PG | 13F-HR | 10 Jan 2022, 09:41 |
| Q3 2021 | 204 | $276,360,000 | +$17,420,088 | -$3,117,441 | +$14,302,647 | MSFT, AGG, IJR, PG, RSP | 13F-HR | 08 Oct 2021, 15:14 |
| Q2 2021 | 196 | $267,345,000 | +$24,066,481 | -$4,382,974 | +$19,683,507 | MSFT, AGG, IJR, PG, JNJ | 13F-HR | 06 Jul 2021, 15:49 |
| Q1 2021 | 182 | $240,826,000 | +$15,948,893 | -$15,497,240 | +$451,653 | AGG, IJR, MSFT, IEI, JNJ | 13F-HR | 07 Apr 2021, 15:56 |
| Q4 2020 | 166 | $228,463,000 | +$12,240,948 | -$6,179,641 | +$6,061,307 | AGG, IEI, MSFT, IJR, PG | 13F-HR | 07 Jan 2021, 10:14 |
| Q3 2020 | 154 | $201,585,000 | +$7,649,005 | -$4,451,825 | +$3,197,180 | AGG, MSFT, IEI, PG, JNJ | 13F-HR | 05 Oct 2020, 11:54 |
| Q2 2020 | 153 | $192,150,000 | +$12,310,502 | -$8,141,567 | +$4,168,935 | AGG, MSFT, IEI, PG, JNJ | 13F-HR | 06 Jul 2020, 10:14 |
| Q1 2020 | 139 | $167,550,000 | +$1,816,294 | -$6,636,854 | -$4,820,560 | AGG, IEI, MSFT, EFA, JNJ | 13F-HR | 03 Apr 2020, 10:24 |
| Q4 2019 | 155 | $208,660,000 | +$5,422,096 | -$4,775,385 | +$646,711 | AGG, IEI, EFA, MSFT, IJR | 13F-HR | 06 Jan 2020, 10:44 |
| Q3 2019 | 154 | $196,745,000 | +$7,576,927 | -$33,046,027 | -$25,469,100 | AGG, IEI, EFA, IJR, MSFT | 13F-HR | 09 Oct 2019, 12:41 |
| Q2 2019 | 159 | $221,215,000 | +$95,769,181 | -$6,608,022 | +$89,161,159 | AGG, IEI, IJH, JNJ, EFA | 13F-HR | 03 Jul 2019, 11:56 |
| Q1 2019 | 110 | $127,991,000 | +$1,735,581 | -$6,018,323 | -$4,282,742 | JNJ, PG, MSFT, XOM, SMMF | 13F-HR | 03 Apr 2019, 15:38 |
| Q4 2018 | 111 | $117,840,000 | +$2,983,997 | -$5,810,068 | -$2,826,071 | JNJ, PG, MSFT, XOM, FCBC | 13F-HR | 04 Jan 2019, 10:11 |
| Q3 2018 | 120 | $134,188,000 | +$2,680,566 | -$5,932,890 | -$3,252,324 | JNJ, MSFT, XOM, PG, FCBC | 13F-HR | 03 Oct 2018, 15:12 |
| Q2 2018 | 124 | $128,502,000 | +$3,945,640 | -$5,916,495 | -$1,970,855 | JNJ, XOM, MSFT, PG, SMMF | 13F-HR | 03 Jul 2018, 16:00 |
| Q1 2018 | 126 | $127,801,000 | +$11,432,467 | -$985,865 | +$10,446,602 | JNJ, PG, MSFT, XOM, SMMF | 13F-HR | 04 Apr 2018, 10:19 |
| Q4 2017 | 117 | $122,262,000 | +$3,398,074 | -$5,717,708 | -$2,319,634 | JNJ, PG, XOM, SMMF, MSFT | 13F-HR | 04 Jan 2018, 09:41 |
| Q3 2017 | 118 | $120,155,000 | +$9,143,480 | -$8,470,950 | +$672,530 | JNJ, XOM, PG, SMMF, DWDP | 13F-HR | 10 Oct 2017, 14:35 |
| Q2 2017 | 109 | $115,446,000 | $0 | $0 | $0 | JNJ, SMMF, XOM, PG, FCBC | 13F-HR | 01 Aug 2017, 13:58 |