Current Value of Holding

$4.36 Million

Shares

170 Thousand

% of Portfolio

0.01%

Average Buy Price

$20.3

Avg closing price
Price range

42 Jim Simons Summit Financial Group Trades

Jim Simons acquired 170 Thousand Summit Financial Group shares worth $4.36 Million. That's 0.01% of their equity portfolio (1386th largest holding). The investor owns 1.08% of the outstanding Summit Financial Group stock. The first Summit Financial Group trade was made in Q3 2013. Since then Jim Simons bought shares 25 more times and sold shares on sixteen occasions. The stake costed the investor $3.44 Million, netting the investor a gain of 27% so far.

Avg closing price
Price range
Sold 0.2% shares (-400 shares) Q4 2023
Avg closing price $24.15
Price range $21.00 - $31.28
Sold 0.4% shares (-700 shares) Q3 2023
Avg closing price $23.07
Price range $19.73 - $24.94
Sold 19.4% shares (-41.1 Thousand shares) Q2 2023
Avg closing price $19.67
Price range $17.60 - $21.71
Sold 1.9% shares (-4.1 Thousand shares) Q1 2023
Avg closing price $24.37
Price range $20.75 - $26.88
Sold 4.2% shares (-9.5 Thousand shares) Q4 2022
Avg closing price $27.56
Price range $24.75 - $29.39
Sold 2.0% shares (-4.57 Thousand shares) Q3 2022
Avg closing price $28.59
Price range $26.94 - $30.51
Sold 2.8% shares (-6.73 Thousand shares) Q2 2022
Avg closing price $26.57
Price range $24.43 - $28.64
Increased shares by 2.2% (+5 Thousand shares) Q1 2022
Avg closing price $26.81
Price range $25.15 - $27.92
Sold 4.2% shares (-10.1 Thousand shares) Q4 2021
Avg closing price $26.43
Price range $24.75 - $27.91
Sold 3.8% shares (-9.45 Thousand shares) Q3 2021
Avg closing price $23.37
Price range $21.17 - $25.13
Sold 2.4% shares (-6.12 Thousand shares) Q2 2021
Avg closing price $24.51
Price range $22.01 - $26.96
Increased shares by 0.4% (+1.02 Thousand shares) Q1 2021
Avg closing price $23.69
Price range $20.63 - $27.16
Sold 3.6% shares (-9.7 Thousand shares) Q4 2020
Avg closing price $19.70
Price range $14.83 - $22.75
Sold 2.0% shares (-5.5 Thousand shares) Q3 2020
Avg closing price $15.53
Price range $14.21 - $16.59
Sold 3.3% shares (-9.2 Thousand shares) Q2 2020
Avg closing price $16.43
Price range $14.12 - $20.02
Sold 4.0% shares (-11.6 Thousand shares) Q1 2020
Avg closing price $23.19
Price range $15.50 - $26.55
Increased shares by 3.5% (+10 Thousand shares) Q4 2019
Avg closing price $26.37
Price range $25.30 - $27.69
Increased shares by 2.6% (+7.08 Thousand shares) Q3 2019
Avg closing price $25.81
Price range $23.91 - $27.20
Increased shares by 5.6% (+14.5 Thousand shares) Q2 2019
Avg closing price $25.79
Price range $24.75 - $26.85
Increased shares by 13.0% (+30.1 Thousand shares) Q1 2019
Avg closing price $23.59
Price range $19.52 - $26.81

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