D.A. Davidson & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,719	Closed	-$13K	–	1857
2017 Q2	$13K	Buy	1,719 +1,219	+244%	+$9.06K	﹤0.01%	1957
2017 Q1	$3K	Sell	500 -222	-31%	-$1.72K	﹤0.01%	2247
2016 Q4	$4K	Hold	722	–	–	﹤0.01%	2292
2016 Q3	$4K	Buy	722 +500	+225%	+$3.24K	﹤0.01%	2232
2016 Q2	$1K	Sell	222 -82	-27%	-$501	﹤0.01%	2299
2016 Q1	$1K	Sell	304 -240	-44%	-$1.5K	﹤0.01%	2220
2015 Q4	$4K	Buy	544 +30	+6%	+$236	﹤0.01%	2059
2015 Q3	$3K	Sell	514 -187	-27%	-$1.57K	﹤0.01%	2075
2015 Q2	$6K	Buy	701 +53	+8%	+$460	﹤0.01%	1985
2015 Q1	$5K	Buy	648 +140	+28%	+$1.05K	﹤0.01%	1920
2014 Q4	$3K	Sell	508 -83	-14%	-$630	﹤0.01%	1996
2014 Q3	$4K	Buy	591 +61	+12%	+$500	﹤0.01%	1967
2014 Q2	$4K	Sell	530 -1,139	-68%	-$9.38K	﹤0.01%	1969
2014 Q1	$13K	Sell	1,669 -1,164	-41%	-$10.9K	﹤0.01%	1746
2013 Q4	$28K	Buy	2,833 +905	+47%	+$9K	﹤0.01%	1471
2013 Q3	$18K	Buy	1,928 +151	+8%	+$1.43K	﹤0.01%	1365
2013 Q2	$15K	Buy	+1,777	New	+$15.9K	﹤0.01%	1365