FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-319
| Closed | -$3.09K | – | 1283 |
|
|
2023
Q4 | $3.09K | Sell |
319
-156
| -33% | -$1.51K | ﹤0.01% | 1013 |
|
|
2023
Q3 | $4.68K | Sell |
475
-265
| -36% | -$2.61K | ﹤0.01% | 892 |
|
|
2023
Q2 | $5.94K | Hold |
740
| – | – | ﹤0.01% | 836 |
|
|
2023
Q1 | $5.94K | Hold |
740
| – | – | ﹤0.01% | 832 |
|
|
2022
Q4 | $5.94K | Hold |
740
| – | – | ﹤0.01% | 834 |
|
|
2022
Q3 | $4K | Hold |
740
| – | – | ﹤0.01% | 1050 |
|
|
2022
Q2 | $4K | Hold |
740
| – | – | ﹤0.01% | 1062 |
|
|
2022
Q1 | $5K | Sell |
740
-139
| -16% | -$939 | ﹤0.01% | 1069 |
|
|
2021
Q4 | $6K | Hold |
879
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q3 | $6K | Hold |
879
| – | – | ﹤0.01% | 996 |
|
|
2021
Q2 | $6K | Sell |
879
-333
| -27% | -$2.27K | ﹤0.01% | 1014 |
|
|
2021
Q1 | $9K | Sell |
1,212
-132
| -10% | -$980 | ﹤0.01% | 919 |
|
|
2020
Q4 | $8K | Buy |
1,344
+182
| +16% | +$1.08K | ﹤0.01% | 889 |
|
|
2020
Q3 | $6 | Hold |
1,162
| – | – | ﹤0.01% | 936 |
|
|
2020
Q2 | $7K | Sell |
1,162
-943
| -45% | -$5.68K | ﹤0.01% | 785 |
|
|
2020
Q1 | $10K | Buy |
2,105
+1,973
| +1,495% | +$9.37K | ﹤0.01% | 753 |
|
|
2019
Q4 | $1K | Sell |
132
-745
| -85% | -$5.64K | ﹤0.01% | 1045 |
|
|
2019
Q3 | $6K | Hold |
877
| – | – | ﹤0.01% | 830 |
|
|
2019
Q2 | $6K | Sell |
877
-823
| -48% | -$5.63K | ﹤0.01% | 801 |
|
|
2019
Q1 | $12K | Buy |
1,700
+455
| +37% | +$3.21K | 0.01% | 725 |
|
|
2018
Q4 | $8K | Buy |
+1,245
| New | +$8K | ﹤0.01% | 822 |
|