Eagle Bay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-963
| Closed | -$14K | – | 820 |
|
|
2024
Q4 | $14K | Hold |
963
| – | – | 0.01% | 520 |
|
|
2024
Q3 | $12.2K | Hold |
963
| – | – | ﹤0.01% | 746 |
|
|
2024
Q2 | $12.9K | Hold |
963
| – | – | 0.01% | 509 |
|
|
2024
Q1 | $11.3K | Hold |
963
| – | – | 0.01% | 550 |
|
|
2023
Q4 | $9.32K | Sell |
963
-463
| -32% | -$4.48K | 0.01% | 539 |
|
|
2023
Q3 | $14K | Hold |
1,426
| – | – | 0.01% | 558 |
|
|
2023
Q2 | $12.3K | Hold |
1,426
| – | – | 0.01% | 577 |
|
|
2023
Q1 | $11.4K | Sell |
1,426
-266
| -16% | -$2.13K | 0.01% | 583 |
|
|
2022
Q4 | $13.6K | Hold |
1,692
| – | – | 0.01% | 566 |
|
|
2022
Q3 | $9K | Hold |
1,692
| – | – | 0.01% | 608 |
|
|
2022
Q2 | $9.98K | Buy |
+1,692
| New | +$9.98K | 0.01% | 637 |
|
|
2022
Q1 | – | Sell |
-1,782
| Closed | -$12K | – | 850 |
|
|
2021
Q4 | $12K | Buy |
1,782
+1,692
| +1,880% | +$11.4K | 0.01% | 652 |
|
|
2021
Q3 | $1K | Sell |
90
-1,602
| -95% | -$17.8K | ﹤0.01% | 1002 |
|
|
2021
Q2 | $13K | Buy |
+1,692
| New | +$13K | 0.01% | 645 |
|