Beacon Pointe Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,616
| Closed | -$105K | – | 1360 |
|
|
2023
Q3 | $105K | Sell |
10,616
-936
| -8% | -$9.22K | ﹤0.01% | 1264 |
|
|
2023
Q2 | $99.3K | Sell |
11,552
-327
| -3% | -$2.81K | ﹤0.01% | 1040 |
|
|
2023
Q1 | $95K | Buy |
+11,879
| New | +$95K | ﹤0.01% | 1102 |
|
|
2022
Q4 | – | Sell |
-10,178
| Closed | -$57K | – | 1103 |
|
|
2022
Q3 | $57K | Sell |
10,178
-3,091
| -23% | -$17.3K | ﹤0.01% | 976 |
|
|
2022
Q2 | $81K | Sell |
13,269
-761
| -5% | -$4.65K | ﹤0.01% | 1014 |
|
|
2022
Q1 | $88K | Buy |
14,030
+792
| +6% | +$4.97K | ﹤0.01% | 1160 |
|
|
2021
Q4 | $90K | Buy |
+13,238
| New | +$90K | ﹤0.01% | 908 |
|