Advisor Group Holdings, Inc. Summit State Bank Com Stk Transaction History

Advisor Group Holdings, Inc.

$42.2 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$9.75 - $12.25 $14,820 - $18,620	1,520 Added 25.85%	7,400 $80,000
Q2 2023 Aug 10, 2023	BUY	$12.53 - $16.79 $7,518 - $10,074	600 Added 11.36%	5,880 $88,000
Q4 2022 Feb 10, 2023	SELL	$14.7 - $17.5 $2,013 - $2,397	-137 Reduced 2.53%	5,280 $83,000
Q1 2022 May 04, 2022	BUY	$15.19 - $17.48 $7,473 - $8,600	492 Added 9.99%	5,417 $92,000
Q3 2021 Nov 05, 2021	SELL	$13.64 - $18.0 $9,629 - $12,708	-706 Reduced 12.54%	4,925 $97,000
Q2 2021 Aug 02, 2021	BUY	$11.91 - $15.45 $39,160 - $50,799	3,288 Added 140.33%	5,631 $88,000
Q1 2021 May 13, 2021	BUY	$11.91 - $15.45 $1,107 - $1,436	93 Added 4.13%	2,343 $39,000
Q2 2020 Aug 14, 2020	BUY	$5.99 - $10.45 $11,980 - $20,900	2,000 Added 800.0%	2,250 $20,000
Q1 2020 May 18, 2020	BUY	$6.14 - $11.95 $1,535 - $2,987	250 New	250 $2,000

Others Institutions Holding SSBI

# of Institutions

22

Shares Held

1.5M

Call Options Held

0

Put Options Held

0

Banc Funds CO LLC Chicago, IL

429K
Shares

$3.13 Million
0.53% of portfolio
Vanguard Group Inc Valley Forge, PA

278K
Shares

$2.03 Million
0.0% of portfolio
Caldwell Sutter Capital, Inc. Sausalito, CA

228K
Shares

$1.67 Million
0.9% of portfolio
Mai Capital Management

91.6K
Shares

$668,928
0.01% of portfolio
Traverso Chambers Private Wealth Management, LLC

88.1K
Shares

$642,874
0.26% of portfolio

About SUMMIT STATE BANK COM STK

Ticker SSBI
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 6,734,920
Market Cap $49.2M

More about SSBI

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