Summit Financial Wealth Advisors, LLC Purchases and Sells in Q1 2025

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 2025

Top Buys

Incresed Positions

49 operations
Stock Shares change Price Range Shares Held Trade History
274K
+ 59.54%
$28.27 - $29.28 $7.74M - $8.02M
734K $21.3M
7.59K
+ 1.8%
$67.08 - $76.14 $509K - $578K
430K $31.7M
27.5K
+ 1.49%
$27.01 - $28.54 $742K - $784K
1.87M $52.2M
2.08K
+ 0.68%
$48.65 - $53.06 $101K - $110K
307K $16M
717
+ 0.83%
$121.76 - $142.99 $87.3K - $103K
87.6K $11.6M
2.8K
+ 1.69%
$58.74 - $64.87 $165K - $182K
169K $10.4M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
5K
New
$88.58 - $133.14 $443K - $666K
5K $450K
3.57K
New
$52.44 - $62.91 $187K - $224K
3.57K $217K
6.8K
New
$26.93 - $31.32 $183K - $213K
6.8K $210K
592
New
$275.89 - $345.24 $163K - $204K
592 $204K
5K
New
$37.87 - $42.89 $189K - $214K
5K $204K
GSK PLC
6.19K
New
N/A
6.19K $0
View all

Top Sells

Reduced Positions

49 operations
Stock Shares change Price Range Shares Held Trade History
-28.4K
- 39.41%
$204.55 - $241.93 $5.8M - $6.86M
43.6K $9.47M
-3.75K
- 5.06%
$109.66 - $136.26 $411K - $511K
70.3K $7.74M
-244
- 0.71%
$312.92 - $386.07 $76.4K - $94.2K
34K $10.7M
-148
- 0.39%
$209.68 - $247.1 $31K - $36.6K
37.6K $8.34M
-823
- 8.28%
$156.06 - $207.71 $128K - $171K
9.12K $1.42M
-30
- 0.44%
$167.43 - $244.7 $5.02K - $7.34K
6.83K $1.14M
View all
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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