Confluence Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-142,041
| Closed | -$1M | – | 323 |
|
|
2019
Q4 | $1M | Buy |
142,041
+20,610
| +17% | +$146K | 0.02% | 209 |
|
|
2019
Q3 | $831K | Sell |
121,431
-20,610
| -15% | -$141K | 0.01% | 217 |
|
|
2019
Q2 | $1M | Sell |
142,041
-1,433
| -1% | -$10.1K | 0.02% | 209 |
|
|
2019
Q1 | $1.01M | Sell |
143,474
-13,180
| -8% | -$92.7K | 0.02% | 203 |
|
|
2018
Q4 | $1.02M | Sell |
156,654
-17,875
| -10% | -$116K | 0.02% | 208 |
|
|
2018
Q3 | $1.4M | Sell |
174,529
-19,261
| -10% | -$155K | 0.02% | 198 |
|
|
2018
Q2 | $1.51M | Buy |
+193,790
| New | +$1.51M | 0.03% | 192 |
|