Summit Financial, LLC Purchases and Sells in Q1 2025

Summit Financial, LLC

$3.54 Billion
Q1 2025

Top Buys

Incresed Positions

414 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	106K + 250.66%	$442.66 - $534.52 $46.8M - $56.5M	148K $78.8M
QUAL	190K + 1000.52%	$168.16 - $186.21 $31.9M - $35.3M	209K $35.7M
XLU	340K + 765.03%	$74.7 - $80.27 $25.4M - $27.3M	385K $30.4M
MOAT	254K + 4808.62%	N/A	259K $22.2M
DXJ	192K + 584.04%	$106.46 - $114.75 $20.4M - $22M	225K $24.8M
TLT	218K + 235.89%	$85.29 - $92.57 $18.6M - $20.2M	311K $28.3M

New Holdings

106 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	587K New	$110.11 - $110.51 $64.6M - $64.8M	587K $64.8M
NEAR	719K New	$50.4 - $50.89 $36.2M - $36.6M	719K $36.6M
PDP	205K New	$96.95 - $116.13 $19.9M - $23.8M	205K $20.5M
EMHY	301K New	$38.0 - $38.88 $11.4M - $11.7M	301K $11.5M
XLG	235K New	$45.72 - $51.73 $10.7M - $12.2M	235K $10.8M
CDL	109K New	$64.2 - $69.24 $7.02M - $7.57M	109K $7.49M

Top Sells

Reduced Positions

168 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMG	-215K - 85.49%	$47.79 - $59.89 $10.3M - $12.9M	36.6K $1.84M
FANG	-48.6K - 71.66%	$139.9 - $180.18 $6.8M - $8.75M	19.2K $3.07M
IWM	-27.7K - 31.37%	$198.1 - $229.79 $5.48M - $6.36M	60.6K $12.1M
VTEB	-123K - 44.63%	$49.25 - $50.66 $6.06M - $6.24M	153K $7.58M
XLI	-47.2K - 65.09%	$128.78 - $141.67 $6.07M - $6.68M	25.3K $3.32M
MUB	-50.5K - 40.1%	$104.71 - $107.69 $5.29M - $5.44M	75.4K $7.95M

Activity Summary All Purchases 520 New Holdings 106 Increased Positions 414 All Sells 168 Reductions 168 Sold out 0 Calls 0 Puts 0

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