Ferguson Wellman Capital Management’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
Q1 | – | Sell |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $5.58M | Buy |
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|
2020
Q2 | $5.31M | Buy |
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|
2020
Q1 | $4.34M | Buy |
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|
2019
Q4 | $6.16M | Buy |
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|
2019
Q3 | $5.39M | Buy |
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|
2019
Q2 | $5.41M | Buy |
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|
2019
Q1 | $4.97M | Buy |
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|
2018
Q4 | $4M | Sell |
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|
2018
Q3 | $6.78M | Buy |
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|
2018
Q2 | $6.19M | Sell |
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|
2018
Q1 | $6.87M | Buy |
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|
2017
Q4 | $310K | Hold |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $280K | Sell |
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|
2017
Q1 | $274K | Sell |
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|
2016
Q4 | $300K | Hold |
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|
2016
Q3 | $265K | Sell |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $312K | Sell |
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|
2015
Q3 | $338K | Sell |
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|
2015
Q2 | $405K | Hold |
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|
2015
Q1 | $353K | Sell |
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|
2014
Q4 | $437K | Sell |
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|
2014
Q3 | $573K | Sell |
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|
2014
Q2 | $703K | Sell |
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|
2014
Q1 | $944K | Sell |
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|
2013
Q4 | $8.96M | Buy |
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|
2013
Q3 | $8.17M | Buy |
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