Freedom Investment Management’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
Q3 | – | Sell |
-49,497
| Closed | -$664K | – | 827 |
|
|
2024
Q2 | $664K | Buy |
+49,497
| New | +$664K | 0.05% | 340 |
|
|
2022
Q3 | – | Sell |
-12,078
| Closed | -$71.3K | – | 772 |
|
|
2022
Q2 | $71.3K | Sell |
12,078
-996
| -8% | -$5.88K | 0.01% | 705 |
|
|
2022
Q1 | $82K | Buy |
+13,074
| New | +$82K | 0.01% | 752 |
|
|
2021
Q4 | – | Sell |
-19,550
| Closed | -$137K | – | 906 |
|
|
2021
Q3 | $137K | Buy |
+19,550
| New | +$137K | 0.01% | 784 |
|
|
2017
Q3 | – | Sell |
-26,679
| Closed | -$210K | – | 1142 |
|
|
2017
Q2 | $210K | Buy |
26,679
+16,069
| +151% | +$126K | 0.01% | 964 |
|
|
2017
Q1 | $77K | Buy |
+10,610
| New | +$77K | ﹤0.01% | 1033 |
|
|
2016
Q2 | – | Sell |
-13,304
| Closed | -$80K | – | 892 |
|
|
2016
Q1 | $80K | Buy |
+13,304
| New | +$80K | 0.01% | 801 |
|
|
2015
Q4 | – | Sell |
-10,593
| Closed | -$238K | – | 798 |
|
|
2015
Q3 | $238K | Sell |
10,593
-939,739
| -99% | -$21.1M | 0.02% | 554 |
|
|
2015
Q2 | $8.45M | Buy |
950,332
+267,632
| +39% | +$2.38M | 0.87% | 11 |
|
|
2015
Q1 | $5.28M | Buy |
682,700
+424,914
| +165% | +$3.29M | 0.58% | 30 |
|
|
2014
Q4 | $1.88M | Buy |
257,786
+64,041
| +33% | +$466K | 0.24% | 61 |
|
|
2014
Q3 | $1.59M | Buy |
193,745
+95,520
| +97% | +$783K | 0.28% | 53 |
|
|
2014
Q2 | $832K | Buy |
+98,225
| New | +$832K | 0.14% | 118 |
|