Enterprise Financial Services Corp (EFSC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-693
| Closed | -$5K | – | 448 |
|
|
2021
Q3 | $5K | Sell |
693
-5,630
| -89% | -$39.2K | ﹤0.01% | 339 |
|
|
2021
Q2 | $44K | Sell |
6,323
-130
| -2% | -$932 | 0.01% | 416 |
|
|
2021
Q1 | $46K | Buy |
6,453
+800
| +14% | +$5.57K | 0.01% | 421 |
|
|
2020
Q4 | $35K | Sell |
5,653
-200
| -3% | -$1.17K | 0.01% | 453 |
|
|
2020
Q3 | $33K | Buy |
5,853
+155
| +3% | +$888 | 0.01% | 459 |
|
|
2020
Q2 | $32K | Buy |
5,698
+3,100
| +119% | +$16.7K | 0.01% | 455 |
|
|
2020
Q1 | $12K | Sell |
2,598
-2,060
| -44% | -$13.3K | ﹤0.01% | 605 |
|
|
2019
Q4 | $34K | Buy |
4,658
+220
| +5% | +$1.58K | 0.01% | 481 |
|
|
2019
Q3 | $30K | Sell |
4,438
-1,840
| -29% | -$12.6K | 0.01% | 483 |
|
|
2019
Q2 | $43K | Buy |
6,278
+510
| +9% | +$3.61K | 0.01% | 439 |
|
|
2019
Q1 | $41K | Buy |
5,768
+688
| +14% | +$4.92K | 0.01% | 447 |
|
|
2018
Q4 | $33K | Sell |
5,080
-315
| -6% | -$2.35K | 0.02% | 300 |
|
|
2018
Q3 | $43K | Buy |
5,395
+200
| +4% | +$1.58K | 0.02% | 305 |
|
|
2018
Q2 | $40K | Sell |
5,195
-500
| -9% | -$4.15K | 0.02% | 332 |
|
|
2018
Q1 | $48K | Buy |
5,695
+1,215
| +27% | +$10.9K | 0.02% | 297 |
|
|
2017
Q4 | $39K | Hold |
4,480
| – | – | 0.02% | 329 |
|
|
2017
Q3 | $35K | Hold |
4,480
| – | – | 0.02% | 340 |
|
|
2017
Q2 | $35K | Sell |
4,480
-655
| -13% | -$4.87K | 0.02% | 343 |
|
|
2017
Q1 | $37K | Hold |
5,135
| – | – | 0.02% | 332 |
|
|
2016
Q4 | $39K | Sell |
5,135
-644
| -11% | -$4.68K | 0.02% | 316 |
|
|
2016
Q3 | $39K | Buy |
5,779
+589
| +11% | +$3.82K | 0.02% | 295 |
|
|
2016
Q2 | $30K | Buy |
5,190
+1,000
| +24% | +$6.11K | 0.02% | 323 |
|
|
2016
Q1 | $25K | Sell |
4,190
-1,680
| -29% | -$10.5K | 0.02% | 352 |
|
|
2015
Q4 | $45K | Hold |
5,870
| – | – | 0.03% | 268 |
|
|
2015
Q3 | $45K | Buy |
5,870
+535
| +10% | +$4.5K | 0.03% | 258 |
|
|
2015
Q2 | $47K | Hold |
5,335
| – | – | 0.03% | 255 |
|
|
2015
Q1 | $41K | Buy |
5,335
+1,800
| +51% | +$13.5K | 0.02% | 286 |
|
|
2014
Q4 | $26K | Sell |
3,535
-190
| -5% | -$1.44K | 0.02% | 375 |
|
|
2014
Q3 | $31K | Hold |
3,725
| – | – | 0.02% | 336 |
|
|
2014
Q2 | $32K | Hold |
3,725
| – | – | 0.02% | 348 |
|
|
2014
Q1 | $32K | Hold |
3,725
| – | – | 0.02% | 333 |
|
|
2013
Q4 | $39K | Hold |
3,725
| – | – | 0.02% | 287 |
|
|
2013
Q3 | $36K | Hold |
3,725
| – | – | 0.02% | 278 |
|
|
2013
Q2 | $34K | Buy |
+3,725
| New | +$33.3K | 0.02% | 245 |
|
Other funds holding SMFG
PPA
CIM
CAC