Crescent Grove Advisors’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
Q2 | – | Sell |
-39,845
| Closed | -$250K | – | 292 |
|
|
2022
Q1 | $250K | Sell |
39,845
-30,455
| -43% | -$191K | 0.02% | 253 |
|
|
2021
Q4 | $477K | Buy |
70,300
+300
| +0.4% | +$2.04K | 0.04% | 171 |
|
|
2021
Q3 | $491K | Buy |
70,000
+470
| +0.7% | +$3.3K | 0.05% | 156 |
|
|
2021
Q2 | $481K | Buy |
69,530
+55,906
| +410% | +$387K | 0.05% | 153 |
|
|
2021
Q1 | $99K | Buy |
+13,624
| New | +$99K | 0.01% | 209 |
|