Corient Capital Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $318K | Hold |
53,904
| – | – | 0.02% | 443 |
|
|
2022
Q2 | $318K | Buy |
53,904
+2,975
| +6% | +$17.6K | 0.02% | 456 |
|
|
2022
Q1 | $319K | Buy |
50,929
+2,709
| +6% | +$17K | 0.02% | 515 |
|
|
2021
Q4 | $327K | Sell |
48,220
-2,213
| -4% | -$15K | 0.02% | 488 |
|
|
2021
Q3 | $354K | Buy |
50,433
+8,415
| +20% | +$59.1K | 0.03% | 451 |
|
|
2021
Q2 | $290K | Buy |
42,018
+20,133
| +92% | +$139K | 0.02% | 493 |
|
|
2021
Q1 | $159K | Buy |
21,885
+3,884
| +22% | +$28.2K | 0.01% | 584 |
|
|
2020
Q4 | $111K | Sell |
18,001
-30,095
| -63% | -$186K | 0.01% | 510 |
|
|
2020
Q3 | $269K | Buy |
48,096
+159
| +0.3% | +$889 | 0.03% | 362 |
|
|
2020
Q2 | $269K | Buy |
47,937
+13,528
| +39% | +$75.9K | 0.03% | 365 |
|
|
2020
Q1 | $165K | Sell |
34,409
-7,044
| -17% | -$33.8K | 0.03% | 359 |
|
|
2019
Q4 | $307K | Buy |
41,453
+3,535
| +9% | +$26.2K | 0.04% | 353 |
|
|
2019
Q3 | $259K | Buy |
37,918
+6,300
| +20% | +$43K | 0.04% | 368 |
|
|
2019
Q2 | $223K | Buy |
31,618
+5,784
| +22% | +$40.8K | 0.03% | 352 |
|
|
2019
Q1 | $182K | Buy |
+25,834
| New | +$182K | 0.03% | 329 |
|