SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Red River Bancshares, Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$770,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.60%
quarter
Red River Bancshares, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 49K | $49.43 | 13.35K | |
| Q2 2022 | share | 0.00% | 0 shares | 15K | $54.08 | 13.35K | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $52.91 | 13.35K | |
| Q4 2021 | share | 0.00% | 0 shares | 47K | $53.52 | 13.35K | |
| Q3 2021 | share | Decrease | -1.11% | -150 shares | -17K | $49.78 | 13.35K |
| Q2 2021 | share | Increase | +1.12% | 150 shares | 21K | $50.37 | 13.5K |
| Q1 2021 | share | 0.00% | 0 shares | 87K | $55.78 | 13.35K | |
| Q4 2020 | share | 0.00% | 0 shares | -35K | $49.29 | 13.35K | |
| Q3 2020 | share | 0.00% | 0 shares | 75K | $42.73 | 13.35K | |
| Q2 2020 | share | 0.00% | 0 shares | 15K | $43.56 | 13.35K | |
| Q1 2020 | share | Increase | +22.48% | 2.45K shares | -67K | $36.88 | 13.35K |
| Q4 2019 | share | 0.00% | 0 shares | 113K | $55.46 | 10.9K | |
| Q3 2019 | share | Increase | 0.00% | 10.9K shares | 473K | $42.91 | 10.9K |