Summit Global Investments RBB FD INC Transaction History

Summit Global Investments

  • $1.71 Billion
  • Q3 2025
Number of Shares
1,335,130
Previous 1,201,502 11.12%
Holding current value
$41.4 Million
Previous $34.1 Million 21.48%
% of portfolio
2.42%
Previous 2.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
N/A
133,628 Added 11.12%
1,335,130 $41.4 Million
Q2 2025

Aug 12, 2025
BUY
N/A
84,922 Added 7.61%
1,201,502 $34.1 Million
Q1 2025

Apr 07, 2025
BUY
N/A
386,218 Added 52.88%
1,116,580 $27.8 Million
Q4 2024

Feb 11, 2025
BUY
N/A
267,774 Added 57.89%
730,362 $19.8 Million
Q3 2024

Oct 31, 2024
BUY
N/A
293,728 Added 173.95%
462,588 $12.1 Million
Q2 2024

Jul 22, 2024
BUY
N/A
168,860 New
168,860 $4.27 Million
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