American Portfolios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $21K | Buy |
3,810
+400
| +12% | +$2.2K | ﹤0.01% | 2161 |
|
|
2022
Q2 | $20.1K | Sell |
3,410
-239
| -7% | -$1.41K | ﹤0.01% | 2224 |
|
|
2022
Q1 | $22.9K | Hold |
3,649
| – | – | ﹤0.01% | 2296 |
|
|
2021
Q4 | $24.8K | Hold |
3,649
| – | – | ﹤0.01% | 2229 |
|
|
2021
Q3 | $25.6K | Buy |
3,649
+239
| +7% | +$1.68K | ﹤0.01% | 2152 |
|
|
2021
Q2 | $23.5K | Hold |
3,410
| – | – | ﹤0.01% | 2147 |
|
|
2021
Q1 | $24.7K | Hold |
3,410
| – | – | ﹤0.01% | 1946 |
|
|
2020
Q4 | $21K | Buy |
3,410
+412
| +14% | +$2.54K | ﹤0.01% | 1788 |
|
|
2020
Q3 | $16.8K | Hold |
2,998
| – | – | ﹤0.01% | 1770 |
|
|
2020
Q2 | $16.8K | Buy |
2,998
+220
| +8% | +$1.24K | ﹤0.01% | 1713 |
|
|
2020
Q1 | $13.3K | Sell |
2,778
-590
| -18% | -$2.83K | ﹤0.01% | 1694 |
|
|
2019
Q4 | $25K | Buy |
3,368
+590
| +21% | +$4.37K | ﹤0.01% | 1636 |
|
|
2019
Q3 | $19K | Buy |
2,778
+178
| +7% | +$1.22K | ﹤0.01% | 1680 |
|
|
2019
Q2 | $18.4K | Hold |
2,600
| – | – | ﹤0.01% | 1691 |
|
|
2019
Q1 | $18.3K | Buy |
+2,600
| New | +$18.3K | ﹤0.01% | 1612 |
|
|
2018
Q2 | – | Sell |
-246
| Closed | -$2.09K | – | 2424 |
|
|
2018
Q1 | $2.09K | Buy |
246
+77
| +46% | +$655 | ﹤0.01% | 2094 |
|
|
2017
Q4 | $1.47K | Buy |
+169
| New | +$1.47K | ﹤0.01% | 2102 |
|