Balentine LLC’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 | – | Sell |
-10,264
| Closed | -$61K | – | 694 |
|
|
2022
Q2 | $61K | Sell |
10,264
-12,422
| -55% | -$73.8K | ﹤0.01% | 582 |
|
|
2022
Q1 | $142K | Buy |
22,686
+5,470
| +32% | +$34.2K | ﹤0.01% | 564 |
|
|
2021
Q4 | $117K | Buy |
17,216
+1,061
| +7% | +$7.21K | ﹤0.01% | 356 |
|
|
2021
Q3 | $113K | Sell |
16,155
-1,214
| -7% | -$8.49K | ﹤0.01% | 254 |
|
|
2021
Q2 | $120K | Buy |
17,369
+10
| +0.1% | +$69 | ﹤0.01% | 178 |
|
|
2021
Q1 | $126K | Buy |
17,359
+558
| +3% | +$4.05K | 0.01% | 150 |
|
|
2020
Q4 | $104K | Sell |
16,801
-342
| -2% | -$2.12K | ﹤0.01% | 137 |
|
|
2020
Q3 | $96K | Buy |
17,143
+737
| +4% | +$4.13K | ﹤0.01% | 122 |
|
|
2020
Q2 | $92K | Buy |
+16,406
| New | +$92K | 0.01% | 158 |
|
|
2019
Q4 | – | Sell |
-3,792
| Closed | -$26K | – | 737 |
|
|
2019
Q3 | $26K | Buy |
3,792
+942
| +33% | +$6.46K | ﹤0.01% | 209 |
|
|
2019
Q2 | $20K | Hold |
2,850
| – | – | ﹤0.01% | 211 |
|
|
2019
Q1 | $20K | Buy |
+2,850
| New | +$20K | ﹤0.01% | 206 |
|
|
2018
Q4 | – | Sell |
-5,900
| Closed | -$47K | – | 475 |
|
|
2018
Q3 | $47K | Buy |
+5,900
| New | +$47K | ﹤0.01% | 74 |
|