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Advisor Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Advisor Partners’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$1.1M Sell
186,280
-13,023
-7% -$76.8K 0.08% 270
2022
Q1 		$1.25M Sell
199,303
-2,785
-1% -$17.5K 0.08% 250
2021
Q4 		$1.37M Buy
202,088
+2,009
+1% +$13.6K 0.08% 231
2021
Q3 		$1.4M Buy
200,079
+3,737
+2% +$26.2K 0.09% 205
2021
Q2 		$1.35M Sell
196,342
-4,190
-2% -$28.9K 0.09% 221
2021
Q1 		$1.45M Sell
200,532
-8,147
-4% -$59.1K 0.1% 190
2020
Q4 		$1.29M Sell
208,679
-5,841
-3% -$36.1K 0.1% 194
2020
Q3 		$1.2M Buy
214,520
+65,912
+44% +$368K 0.1% 177
2020
Q2 		$835K Buy
148,608
+49,661
+50% +$279K 0.08% 228
2020
Q1 		$473K Buy
98,947
+8,273
+9% +$39.5K 0.06% 315
2019
Q4 		$654K Buy
90,674
+20,965
+30% +$151K 0.07% 284
2019
Q3 		$477K Sell
69,709
-26,923
-28% -$184K 0.06% 344
2019
Q2 		$682K Buy
96,632
+25,837
+36% +$182K 0.08% 245
2019
Q1 		$498K Buy
70,795
+9,328
+15% +$65.6K 0.06% 303
2018
Q4 		$400K Sell
61,467
-22,126
-26% -$144K 0.06% 332
2018
Q3 		$671K Buy
83,593
+11,597
+16% +$93.1K 0.09% 236
2018
Q2 		$559K Buy
71,996
+13,270
+23% +$103K 0.09% 254
2018
Q1 		$499K Buy
58,726
+10,327
+21% +$87.7K 0.09% 265
2017
Q4 		$465K Buy
48,399
+21,630
+81% +$208K 0.08% 285
2017
Q3 		$206K Buy
26,769
+7,414
+38% +$57.1K 0.04% 457
2017
Q2 		$152K Buy
19,355
+8,679
+81% +$68.2K 0.04% 450
2017
Q1 		$77K Sell
10,676
-17,011
-61% -$123K 0.02% 424
2016
Q4 		$212K Buy
27,687
+2,280
+9% +$17.5K 0.06% 379
2016
Q3 		$171K Buy
+25,407
New +$171K 0.06% 369