Curi RMB Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-31,001
| Closed | -$219K | – | 755 |
|
|
2019
Q2 | $219K | Sell |
31,001
-2,485
| -7% | -$17.6K | 0.01% | 652 |
|
|
2019
Q1 | $235K | Sell |
33,486
-1,986
| -6% | -$13.9K | 0.01% | 683 |
|
|
2018
Q4 | $231K | Sell |
35,472
-1,774
| -5% | -$11.6K | 0.01% | 771 |
|
|
2018
Q3 | $299K | Sell |
37,246
-15,786
| -30% | -$127K | 0.01% | 703 |
|
|
2018
Q2 | $412K | Sell |
53,032
-5,739
| -10% | -$44.6K | 0.01% | 633 |
|
|
2018
Q1 | $500K | Sell |
58,771
-711
| -1% | -$6.05K | 0.01% | 585 |
|
|
2017
Q4 | $517K | Buy |
59,482
+7,210
| +14% | +$62.7K | 0.01% | 575 |
|
|
2017
Q3 | $404K | Buy |
52,272
+4,599
| +10% | +$35.5K | 0.01% | 523 |
|
|
2017
Q2 | $375K | Buy |
+47,673
| New | +$375K | 0.01% | 548 |
|
|
2014
Q3 | – | Sell |
-10,576
| Closed | -$90K | – | 436 |
|
|
2014
Q2 | $90K | Sell |
10,576
-5,286
| -33% | -$45K | 0.01% | 423 |
|
|
2014
Q1 | $137K | Sell |
15,862
-5,009
| -24% | -$43.3K | 0.01% | 366 |
|
|
2013
Q4 | $219K | Sell |
20,871
-3,772
| -15% | -$39.6K | 0.02% | 336 |
|
|
2013
Q3 | $240K | Sell |
24,643
-8,655
| -26% | -$84.3K | 0.02% | 330 |
|
|
2013
Q2 | $307K | Buy |
+33,298
| New | +$307K | 0.02% | 286 |
|