Davenport & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,492
| Closed | -$290K | – | 1080 |
|
|
2023
Q3 | $290K | Buy |
29,492
+5,615
| +24% | +$55.3K | ﹤0.01% | 872 |
|
|
2023
Q2 | $205K | Sell |
23,877
-267
| -1% | -$2.3K | ﹤0.01% | 976 |
|
|
2023
Q1 | $193K | Sell |
24,144
-2,110
| -8% | -$16.9K | ﹤0.01% | 971 |
|
|
2022
Q4 | $211K | Buy |
26,254
+2,588
| +11% | +$20.8K | ﹤0.01% | 914 |
|
|
2022
Q3 | $130K | Sell |
23,666
-2,190
| -8% | -$12K | ﹤0.01% | 931 |
|
|
2022
Q2 | $153K | Sell |
25,856
-824
| -3% | -$4.88K | ﹤0.01% | 915 |
|
|
2022
Q1 | $167K | Buy |
26,680
+9,996
| +60% | +$62.6K | ﹤0.01% | 985 |
|
|
2021
Q4 | $113K | Buy |
+16,684
| New | +$113K | ﹤0.01% | 1021 |
|