Alera Investment Advisors’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
Q3 | $168K | Sell |
13,335
-3,491
| -21% | -$44.1K | 0.02% | 278 |
|
|
2024
Q2 | $226K | Buy |
+16,826
| New | +$226K | 0.03% | 240 |
|
|
2022
Q4 | – | Sell |
-10,717
| Closed | -$59K | – | 183 |
|
|
2022
Q3 | $59K | Buy |
10,717
+518
| +5% | +$2.85K | 0.02% | 168 |
|
|
2022
Q2 | $60K | Buy |
+10,199
| New | +$60K | 0.02% | 179 |
|
|
2019
Q2 | – | Sell |
-2,375
| Closed | -$17K | – | 848 |
|
|
2019
Q1 | $17K | Buy |
2,375
+907
| +62% | +$6.49K | 0.01% | 338 |
|
|
2018
Q4 | $10K | Buy |
+1,468
| New | +$10K | 0.01% | 436 |
|