FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,893
| Closed | -$107K | – | 712 |
|
|
2023
Q3 | $107K | Sell |
10,893
-3,397
| -24% | -$33.4K | 0.01% | 612 |
|
|
2023
Q2 | $123K | Sell |
14,290
-6,725
| -32% | -$57.9K | 0.01% | 735 |
|
|
2023
Q1 | $169K | Hold |
21,015
| – | – | 0.01% | 714 |
|
|
2022
Q4 | $169K | Sell |
21,015
-1,228
| -6% | -$9.88K | 0.01% | 714 |
|
|
2022
Q3 | $122K | Buy |
22,243
+389
| +2% | +$2.13K | 0.01% | 710 |
|
|
2022
Q2 | $129K | Sell |
21,854
-8,972
| -29% | -$53K | ﹤0.01% | 785 |
|
|
2022
Q1 | $193K | Buy |
30,826
+15,788
| +105% | +$98.8K | 0.01% | 800 |
|
|
2021
Q4 | $102K | Buy |
15,038
+800
| +6% | +$5.43K | ﹤0.01% | 842 |
|
|
2021
Q3 | $100K | Buy |
+14,238
| New | +$100K | ﹤0.01% | 804 |
|
|
2020
Q3 | – | Sell |
-10,240
| Closed | -$58K | – | 654 |
|
|
2020
Q2 | $58K | Buy |
+10,240
| New | +$58K | ﹤0.01% | 567 |
|
|
2020
Q1 | – | Sell |
-26,059
| Closed | -$193K | – | 605 |
|
|
2019
Q4 | $193K | Sell |
26,059
-5,413
| -17% | -$40.1K | 0.01% | 597 |
|
|
2019
Q3 | $215K | Sell |
31,472
-28,254
| -47% | -$193K | 0.01% | 583 |
|
|
2019
Q2 | $422K | Buy |
59,726
+6,049
| +11% | +$42.7K | 0.02% | 525 |
|
|
2019
Q1 | $377K | Buy |
53,677
+4,536
| +9% | +$31.9K | 0.02% | 533 |
|
|
2018
Q4 | $320K | Sell |
49,141
-12,298
| -20% | -$80.1K | 0.03% | 399 |
|
|
2018
Q3 | $493K | Buy |
61,439
+915
| +2% | +$7.34K | 0.02% | 523 |
|
|
2018
Q2 | $470K | Sell |
60,524
-55,415
| -48% | -$430K | 0.02% | 569 |
|
|
2018
Q1 | $985K | Sell |
115,939
-24,533
| -17% | -$208K | 0.03% | 522 |
|
|
2017
Q4 | $1.22M | Buy |
140,472
+89,035
| +173% | +$774K | 0.03% | 479 |
|
|
2017
Q3 | $397K | Sell |
51,437
-10,827
| -17% | -$83.6K | 0.01% | 914 |
|
|
2017
Q2 | $489K | Buy |
+62,264
| New | +$489K | 0.01% | 778 |
|
|
2017
Q1 | – | Sell |
-12,688
| Closed | -$97K | – | 1194 |
|
|
2016
Q4 | $97K | Buy |
+12,688
| New | +$97K | ﹤0.01% | 1105 |
|
|
2016
Q1 | – | Sell |
-60,210
| Closed | -$457K | – | 942 |
|
|
2015
Q4 | $457K | Buy |
60,210
+23,751
| +65% | +$180K | 0.02% | 585 |
|
|
2015
Q3 | $278K | Sell |
36,459
-4,044
| -10% | -$30.9K | 0.02% | 638 |
|
|
2015
Q2 | $360K | Buy |
40,503
+5,303
| +15% | +$47.1K | 0.02% | 681 |
|
|
2015
Q1 | $273K | Buy |
+35,200
| New | +$273K | 0.01% | 1261 |
|