SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Hancock Whitney Corporation Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$6.67M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+3.34%
quarter
Hancock Whitney Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.33% | 2.80K shares | 935K | $45.81 | 122.92K |
| Q2 2022 | share | Increase | +2.52% | 2.94K shares | -373K | $44.33 | 120.11K |
| Q1 2022 | share | Decrease | -9.97% | -12.97K shares | -703K | $52.15 | 117.17K |
| Q4 2021 | share | Increase | +2.31% | 2.94K shares | 820K | $50.01 | 130.14K |
| Q3 2021 | share | Increase | +0.10% | 129 shares | 347K | $46.86 | 127.20K |
| Q2 2021 | share | Increase | +0.87% | 1.09K shares | 1.36M | $43.93 | 127.07K |
| Q1 2021 | share | Increase | +0.35% | 438 shares | 1.92M | $41.3 | 125.97K |
| Q4 2020 | share | Increase | +0.91% | 1.13K shares | -551K | $33.23 | 125.53K |
| Q3 2020 | share | Decrease | -0.37% | -465 shares | 544K | $18.2 | 124.40K |
| Q2 2020 | share | Increase | 0.00% | 124.87K shares | 2.36M | $20.25 | 124.87K |