Dana Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,702
| Closed | -$229K | – | 558 |
|
|
2023
Q4 | $229K | Buy |
23,702
+3,183
| +16% | +$30.8K | 0.01% | 399 |
|
|
2023
Q3 | $202K | Buy |
+20,519
| New | +$202K | 0.01% | 399 |
|
|
2023
Q1 | – | Sell |
-13,469
| Closed | -$108K | – | 418 |
|
|
2022
Q4 | $108K | Hold |
13,469
| – | – | 0.01% | 396 |
|
|
2022
Q3 | $74K | Sell |
13,469
-1,471
| -10% | -$8.08K | ﹤0.01% | 395 |
|
|
2022
Q2 | $88K | Hold |
14,940
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $94K | Hold |
14,940
| – | – | ﹤0.01% | 339 |
|
|
2021
Q4 | $101K | Buy |
14,940
+1,525
| +11% | +$10.3K | ﹤0.01% | 327 |
|
|
2021
Q3 | $94K | Buy |
13,415
+78
| +0.6% | +$547 | ﹤0.01% | 315 |
|
|
2021
Q2 | $92K | Sell |
13,337
-1,546
| -10% | -$10.7K | ﹤0.01% | 316 |
|
|
2021
Q1 | $108K | Buy |
+14,883
| New | +$108K | 0.01% | 314 |
|