Buckingham Strategic Wealth’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
Q2 | – | Sell |
-10,122
| Closed | -$119K | – | 795 |
|
|
2024
Q1 | $119K | Sell |
10,122
-281
| -3% | -$3.31K | ﹤0.01% | 728 |
|
|
2023
Q4 | $101K | Buy |
10,403
+53
| +0.5% | +$513 | ﹤0.01% | 700 |
|
|
2023
Q3 | $102K | Buy |
10,350
+152
| +1% | +$1.5K | ﹤0.01% | 663 |
|
|
2023
Q2 | $87.7K | Buy |
+10,198
| New | +$87.7K | ﹤0.01% | 671 |
|
|
2022
Q4 | – | Sell |
-19,424
| Closed | -$107K | – | 653 |
|
|
2022
Q3 | $107K | Buy |
19,424
+9,190
| +90% | +$50.6K | ﹤0.01% | 568 |
|
|
2022
Q2 | $60K | Buy |
+10,234
| New | +$60K | ﹤0.01% | 583 |
|
|
2016
Q4 | – | Sell |
-15,038
| Closed | -$102K | – | 238 |
|
|
2016
Q3 | $102K | Buy |
+15,038
| New | +$102K | 0.03% | 220 |
|
|
2016
Q1 | – | Sell |
-17,421
| Closed | -$132K | – | 250 |
|
|
2015
Q4 | $132K | Buy |
17,421
+2,625
| +18% | +$19.9K | 0.04% | 200 |
|
|
2015
Q3 | $113K | Buy |
+14,796
| New | +$113K | 0.04% | 202 |
|
|
2014
Q4 | – | Sell |
-11,827
| Closed | -$97K | – | 215 |
|
|
2014
Q3 | $97K | Buy |
+11,827
| New | +$97K | 0.04% | 177 |
|
|
2013
Q3 | – | Sell |
-11,513
| Closed | -$106K | – | 144 |
|
|
2013
Q2 | $106K | Buy |
+11,513
| New | +$106K | 0.06% | 125 |
|