D.A. Davidson & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,719
| Closed | -$13K | – | 1857 |
|
|
2017
Q2 | $13K | Buy |
1,719
+1,219
| +244% | +$9.22K | ﹤0.01% | 1957 |
|
|
2017
Q1 | $3K | Sell |
500
-222
| -31% | -$1.33K | ﹤0.01% | 2247 |
|
|
2016
Q4 | $4K | Hold |
722
| – | – | ﹤0.01% | 2292 |
|
|
2016
Q3 | $4K | Buy |
722
+500
| +225% | +$2.77K | ﹤0.01% | 2232 |
|
|
2016
Q2 | $1K | Sell |
222
-82
| -27% | -$369 | ﹤0.01% | 2299 |
|
|
2016
Q1 | $1K | Sell |
304
-240
| -44% | -$789 | ﹤0.01% | 2220 |
|
|
2015
Q4 | $4K | Buy |
544
+30
| +6% | +$221 | ﹤0.01% | 2059 |
|
|
2015
Q3 | $3K | Sell |
514
-187
| -27% | -$1.09K | ﹤0.01% | 2075 |
|
|
2015
Q2 | $6K | Buy |
701
+53
| +8% | +$454 | ﹤0.01% | 1985 |
|
|
2015
Q1 | $5K | Buy |
648
+140
| +28% | +$1.08K | ﹤0.01% | 1920 |
|
|
2014
Q4 | $3K | Sell |
508
-83
| -14% | -$490 | ﹤0.01% | 1996 |
|
|
2014
Q3 | $4K | Buy |
591
+61
| +12% | +$413 | ﹤0.01% | 1967 |
|
|
2014
Q2 | $4K | Sell |
530
-1,139
| -68% | -$8.6K | ﹤0.01% | 1969 |
|
|
2014
Q1 | $13K | Sell |
1,669
-1,164
| -41% | -$9.07K | ﹤0.01% | 1746 |
|
|
2013
Q4 | $28K | Buy |
2,833
+905
| +47% | +$8.95K | ﹤0.01% | 1471 |
|
|
2013
Q3 | $18K | Buy |
1,928
+151
| +8% | +$1.41K | ﹤0.01% | 1365 |
|
|
2013
Q2 | $15K | Buy |
+1,777
| New | +$15K | ﹤0.01% | 1365 |
|