Concourse Financial Group Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7083 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7585 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7576 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7587 |
|
|
2024
Q1 | – | Sell |
-169
| Closed | -$1.64K | – | 7590 |
|
|
2023
Q4 | $1.64K | Sell |
169
-227
| -57% | -$2.2K | ﹤0.01% | 2047 |
|
|
2023
Q3 | $3.9K | Sell |
396
-31
| -7% | -$305 | ﹤0.01% | 1878 |
|
|
2023
Q2 | $3.67K | Buy |
427
+95
| +29% | +$817 | ﹤0.01% | 1902 |
|
|
2023
Q1 | $2.66K | Hold |
332
| – | – | ﹤0.01% | 2003 |
|
|
2022
Q4 | $2.66K | Sell |
332
-29
| -8% | -$233 | ﹤0.01% | 1988 |
|
|
2022
Q3 | $2K | Buy |
+361
| New | +$2K | ﹤0.01% | 1821 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6680 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6557 |
|
|
2021
Q4 | – | Sell |
-423
| Closed | -$3K | – | 6480 |
|
|
2021
Q3 | $3K | Buy |
+423
| New | +$3K | ﹤0.01% | 2191 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6057 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5849 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5680 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5465 |
|
|
2020
Q2 | – | Sell |
-2,278
| Closed | -$11K | – | 5329 |
|
|
2020
Q1 | $11K | Buy |
2,278
+2,088
| +1,099% | +$10.1K | ﹤0.01% | 1433 |
|
|
2019
Q4 | $1K | Buy |
+190
| New | +$1K | ﹤0.01% | 2006 |
|
|
2019
Q3 | – | Sell |
-3,887
| Closed | -$27K | – | 5020 |
|
|
2019
Q2 | $27K | Sell |
3,887
-270
| -6% | -$1.88K | ﹤0.01% | 1133 |
|
|
2019
Q1 | $29K | Sell |
4,157
-1,565
| -27% | -$10.9K | ﹤0.01% | 1102 |
|
|
2018
Q4 | $37K | Buy |
5,722
+404
| +8% | +$2.61K | ﹤0.01% | 916 |
|
|
2018
Q3 | $43K | Buy |
+5,318
| New | +$43K | 0.01% | 625 |
|