Farmers & Merchants Investments Inc’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
Q4 | – | Sell |
-3,558
| Closed | -$44.9K | – | 1810 |
|
|
2024
Q3 | $44.9K | Hold |
3,558
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $47.7K | Hold |
3,558
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $41.9K | Hold |
3,558
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $34.4K | Hold |
3,558
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $35K | Hold |
3,558
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $30.6K | Hold |
3,558
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $28.5K | Hold |
3,558
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $28.5K | Hold |
3,558
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $20K | Hold |
3,558
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $21K | Sell |
3,558
-2,118
| -37% | -$12.5K | ﹤0.01% | 544 |
|
|
2022
Q1 | $36K | Buy |
5,676
+5,364
| +1,719% | +$34K | ﹤0.01% | 478 |
|
|
2021
Q4 | $2K | Sell |
312
-1,849
| -86% | -$11.9K | ﹤0.01% | 959 |
|
|
2021
Q3 | $15K | Buy |
+2,161
| New | +$15K | ﹤0.01% | 611 |
|
|
2020
Q3 | – | Sell |
-707
| Closed | -$4K | – | 858 |
|
|
2020
Q2 | $4K | Hold |
707
| – | – | ﹤0.01% | 756 |
|
|
2020
Q1 | $3K | Hold |
707
| – | – | ﹤0.01% | 757 |
|
|
2019
Q4 | $5K | Hold |
707
| – | – | ﹤0.01% | 763 |
|
|
2019
Q3 | $5K | Sell |
707
-284
| -29% | -$2.01K | ﹤0.01% | 745 |
|
|
2019
Q2 | $7K | Hold |
991
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $7K | Hold |
991
| – | – | ﹤0.01% | 649 |
|
|
2018
Q4 | $6K | Hold |
991
| – | – | ﹤0.01% | 615 |
|
|
2018
Q3 | $8K | Hold |
991
| – | – | ﹤0.01% | 600 |
|
|
2018
Q2 | $8K | Hold |
991
| – | – | ﹤0.01% | 596 |
|
|
2018
Q1 | $8K | Buy |
991
+218
| +28% | +$1.76K | ﹤0.01% | 584 |
|
|
2017
Q4 | $7K | Buy |
+773
| New | +$7K | ﹤0.01% | 642 |
|
|
2013
Q3 | – | Sell |
-2,035
| Closed | -$19K | – | 674 |
|
|
2013
Q2 | $19K | Buy |
+2,035
| New | +$19K | ﹤0.01% | 392 |
|