Carroll Financial Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$10K	Sell	1,571 -103	-6%	-$656	﹤0.01%	1171
2021 Q3	$11K	Buy	1,674 +103	+7%	+$677	﹤0.01%	1187
2021 Q2	$10K	Hold	1,571	–	–	﹤0.01%	1300
2021 Q1	$11K	Hold	1,571	–	–	﹤0.01%	1190
2020 Q4	$9K	Sell	1,571 -17	-1%	-$97	﹤0.01%	1147
2020 Q3	$8K	Hold	1,588	–	–	﹤0.01%	1105
2020 Q2	$8K	Hold	1,588	–	–	﹤0.01%	1095
2020 Q1	$7K	Hold	1,588	–	–	﹤0.01%	1049
2019 Q4	$11K	Buy	1,588 +12	+0.8%	+$83	﹤0.01%	1030
2019 Q3	$10K	Sell	1,576 -1,407	-47%	-$8.93K	﹤0.01%	1011
2019 Q2	$21K	Buy	2,983 +1,407	+89%	+$9.91K	﹤0.01%	819
2019 Q1	$11K	Hold	1,576	–	–	﹤0.01%	924
2018 Q4	$10K	Hold	1,576	–	–	﹤0.01%	860
2018 Q3	$12K	Hold	1,576	–	–	﹤0.01%	852
2018 Q2	$12K	Hold	1,576	–	–	﹤0.01%	819
2018 Q1	$13K	Hold	1,576	–	–	﹤0.01%	782
2017 Q4	$13K	Hold	1,576	–	–	﹤0.01%	768
2017 Q3	$12K	Hold	1,576	–	–	﹤0.01%	778
2017 Q2	$12K	Sell	1,576 -256	-14%	-$1.95K	﹤0.01%	802
2017 Q1	$13K	Hold	1,832	–	–	﹤0.01%	770
2016 Q4	$13K	Hold	1,832	–	–	﹤0.01%	737
2016 Q3	$12K	Hold	1,832	–	–	﹤0.01%	779
2016 Q2	$10K	Hold	1,832	–	–	﹤0.01%	786
2016 Q1	$11K	Hold	1,832	–	–	﹤0.01%	749
2015 Q4	$13K	Sell	1,832 -52	-3%	-$369	﹤0.01%	694
2015 Q3	$14K	Hold	1,884	–	–	﹤0.01%	650
2015 Q2	$17K	Buy	+1,884	New	+$17K	﹤0.01%	600
2014 Q4	–	Hold	0	–	–	–	875
2014 Q3	–	Sell	-340	Closed	-$3K	–	940
2014 Q2	$3K	Hold	340	–	–	﹤0.01%	782
2014 Q1	$3K	Hold	340	–	–	﹤0.01%	730
2013 Q4	$3K	Buy	+340	New	+$3K	﹤0.01%	681