Capital Bank & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,507
| Closed | -$33K | – | 781 |
|
|
2019
Q4 | $33K | Sell |
4,507
-5,233
| -54% | -$38.3K | ﹤0.01% | 483 |
|
|
2019
Q3 | $67K | Sell |
9,740
-167
| -2% | -$1.15K | ﹤0.01% | 407 |
|
|
2019
Q2 | $70K | Sell |
9,907
-243
| -2% | -$1.72K | ﹤0.01% | 396 |
|
|
2019
Q1 | $71K | Sell |
10,150
-2,602
| -20% | -$18.2K | ﹤0.01% | 376 |
|
|
2018
Q4 | $83K | Buy |
12,752
+5,854
| +85% | +$38.1K | ﹤0.01% | 363 |
|
|
2018
Q3 | $55K | Buy |
6,898
+6,753
| +4,657% | +$53.8K | ﹤0.01% | 440 |
|
|
2018
Q2 | $1K | Sell |
145
-277,411
| -100% | -$1.91M | ﹤0.01% | 672 |
|
|
2018
Q1 | $2.36M | Buy |
277,556
+2,144
| +0.8% | +$18.2K | 0.03% | 159 |
|
|
2017
Q4 | $2.39M | Sell |
275,412
-587,854
| -68% | -$5.11M | 0.03% | 161 |
|
|
2017
Q3 | $6.66M | Buy |
863,266
+55,183
| +7% | +$425K | 0.08% | 135 |
|
|
2017
Q2 | $6.35M | Buy |
+808,083
| New | +$6.35M | 0.08% | 138 |
|