Advisory Services Network’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-82,486
| Closed | -$1.11M | – | 1707 |
|
|
2024
Q3 | $1.11M | Hold |
82,486
| – | – | 0.02% | 678 |
|
|
2024
Q2 | $1.11M | Buy |
+82,486
| New | +$1.11M | 0.02% | 678 |
|
|
2024
Q1 | – | Sell |
-243
| Closed | -$2.35K | – | 3346 |
|
|
2023
Q4 | $2.35K | Sell |
243
-27,691
| -99% | -$268K | ﹤0.01% | 3354 |
|
|
2023
Q3 | $275K | Buy |
27,934
+7,466
| +36% | +$73.5K | 0.01% | 1174 |
|
|
2023
Q2 | $176K | Buy |
20,468
+19,970
| +4,010% | +$172K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $3.98K | Buy |
498
+115
| +30% | +$920 | ﹤0.01% | 3225 |
|
|
2022
Q4 | $3.07K | Buy |
+383
| New | +$3.07K | ﹤0.01% | 3282 |
|
|
2021
Q3 | – | Sell |
-965
| Closed | -$7K | – | 2964 |
|
|
2021
Q2 | $7K | Buy |
+965
| New | +$7K | ﹤0.01% | 2964 |
|
|
2021
Q1 | – | Sell |
-454
| Closed | -$3K | – | 2897 |
|
|
2020
Q4 | $3K | Sell |
454
-4,502
| -91% | -$29.7K | ﹤0.01% | 2920 |
|
|
2020
Q3 | $28K | Buy |
+4,956
| New | +$28K | ﹤0.01% | 1907 |
|
|
2020
Q2 | – | Sell |
-3,434
| Closed | -$16K | – | 2502 |
|
|
2020
Q1 | $16K | Sell |
3,434
-4,800
| -58% | -$22.4K | ﹤0.01% | 2000 |
|
|
2019
Q4 | $61K | Buy |
8,234
+4,833
| +142% | +$35.8K | ﹤0.01% | 1406 |
|
|
2019
Q3 | $24K | Hold |
3,401
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q2 | $24K | Buy |
3,401
+1,825
| +116% | +$12.9K | ﹤0.01% | 1729 |
|
|
2019
Q1 | $11K | Buy |
1,576
+214
| +16% | +$1.49K | ﹤0.01% | 1826 |
|
|
2018
Q4 | $9K | Sell |
1,362
-1,224
| -47% | -$8.09K | ﹤0.01% | 1804 |
|
|
2018
Q3 | $21K | Sell |
2,586
-1,335
| -34% | -$10.8K | ﹤0.01% | 1558 |
|
|
2018
Q2 | $32K | Hold |
3,921
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q1 | $33K | Buy |
3,921
+2,546
| +185% | +$21.4K | ﹤0.01% | 1471 |
|
|
2017
Q4 | $12K | Buy |
1,375
+125
| +10% | +$1.09K | ﹤0.01% | 1776 |
|
|
2017
Q3 | $10K | Buy |
1,250
+454
| +57% | +$3.63K | ﹤0.01% | 1624 |
|
|
2017
Q2 | $6K | Hold |
796
| – | – | ﹤0.01% | 1760 |
|
|
2017
Q1 | $6K | Buy |
+796
| New | +$6K | ﹤0.01% | 1662 |
|
|
2016
Q3 | $5K | Hold |
796
| – | – | ﹤0.01% | 1541 |
|
|
2016
Q2 | $5K | Buy |
796
+570
| +252% | +$3.58K | ﹤0.01% | 1425 |
|
|
2016
Q1 | $1K | Sell |
226
-964
| -81% | -$4.27K | ﹤0.01% | 1608 |
|
|
2015
Q4 | $9K | Hold |
1,190
| – | – | ﹤0.01% | 970 |
|
|
2015
Q3 | $9K | Buy |
1,190
+226
| +23% | +$1.71K | ﹤0.01% | 951 |
|
|
2015
Q2 | $9K | Hold |
964
| – | – | ﹤0.01% | 896 |
|
|
2015
Q1 | $8K | Sell |
964
-5,018
| -84% | -$41.6K | ﹤0.01% | 871 |
|
|
2014
Q4 | $41K | Sell |
5,982
-7,831
| -57% | -$53.7K | 0.01% | 457 |
|
|
2014
Q3 | $113K | Buy |
13,813
+1,825
| +15% | +$14.9K | 0.04% | 258 |
|
|
2014
Q2 | $102K | Buy |
+11,988
| New | +$102K | 0.04% | 243 |
|
|
2014
Q1 | – | Sell |
-588
| Closed | -$6K | – | 706 |
|
|
2013
Q4 | $6K | Buy |
+588
| New | +$6K | ﹤0.01% | 749 |
|