Altium Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $817K | Sell |
138,484
-35,267
| -20% | -$208K | 0.06% | 183 |
|
|
2022
Q1 | $1.09M | Buy |
173,751
+1,554
| +0.9% | +$9.74K | 0.07% | 144 |
|
|
2021
Q4 | $1.17M | Buy |
172,197
+126,470
| +277% | +$859K | 0.08% | 134 |
|
|
2021
Q3 | $321K | Sell |
45,727
-519
| -1% | -$3.64K | 0.02% | 308 |
|
|
2021
Q2 | $319K | Sell |
46,246
-10,414
| -18% | -$71.8K | 0.02% | 305 |
|
|
2021
Q1 | $411K | Sell |
56,660
-4,923
| -8% | -$35.7K | 0.03% | 253 |
|
|
2020
Q4 | $380K | Sell |
61,583
-32,892
| -35% | -$203K | 0.03% | 247 |
|
|
2020
Q3 | $528K | Buy |
94,475
+15,726
| +20% | +$87.9K | 0.05% | 155 |
|
|
2020
Q2 | $443K | Buy |
78,749
+27,117
| +53% | +$153K | 0.05% | 190 |
|
|
2020
Q1 | $247K | Buy |
+51,632
| New | +$247K | 0.03% | 249 |
|
|
2019
Q3 | – | Sell |
-10,971
| Closed | -$77K | – | 294 |
|
|
2019
Q2 | $77K | Sell |
10,971
-1,840
| -14% | -$12.9K | 0.01% | 272 |
|
|
2019
Q1 | $90K | Sell |
12,811
-946
| -7% | -$6.65K | 0.01% | 275 |
|
|
2018
Q4 | $90K | Sell |
13,757
-4,833
| -26% | -$31.6K | 0.02% | 260 |
|
|
2018
Q3 | $149K | Sell |
18,590
-2,755
| -13% | -$22.1K | 0.03% | 284 |
|
|
2018
Q2 | $166K | Buy |
+21,345
| New | +$166K | 0.04% | 255 |
|