Number of Shares
349,264.00
Current Holdings Value*
$3.79 Mil
% of Portfolio
1.73%
Total Estimate Gain
$-286,582.57
% of Total Estimate Gain
-6.42%

CALDWELL SUTTER CAPITAL, INC.'s Summit State Bank Holding Summary

As of 2025-06-30, CALDWELL SUTTER CAPITAL, INC. held 349,264.00 shares of Summit State Bank(SSBI), totaling $3.79 Mil. This investment constitutes 1.73% of their stock portfolio, and CALDWELL SUTTER CAPITAL, INC. now holds 5.15% of the outstanding Summit State Bank(SSBI) stock.

The initial trade took place in 2022Q4. And since then CALDWELL SUTTER CAPITAL, INC. has made 8 purchases of SSBI, at an average price of $12.51, for a total of 356,780.00 shares. In addition, there have been 2 sales at an average price of $9.87 for 7,516.00 shares. Based on historical transaction data and SSBI's current price of $11.75, CALDWELL SUTTER CAPITAL, INC.'s estimated gain on his SSBI holdings is $-286,582.57, reflecting a -6.42% gain to date.

CALDWELL SUTTER CAPITAL, INC. SSBI ($11.75) Holding Chart

CALDWELL SUTTER CAPITAL, INC. SSBI ($11.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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