Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,492
| Closed | -$62.8K | – | 1554 |
|
|
2023
Q4 | $62.8K | Buy |
6,492
+515
| +9% | +$4.99K | 0.01% | 402 |
|
|
2023
Q3 | $58.9K | Buy |
5,977
+600
| +11% | +$5.55K | 0.01% | 386 |
|
|
2023
Q2 | $46.2K | Buy |
5,377
+341
| +7% | +$2.82K | 0.01% | 426 |
|
|
2023
Q1 | $40.3K | Buy |
5,036
+1,399
| +38% | +$11.8K | 0.01% | 456 |
|
|
2022
Q4 | $29.2K | Sell |
3,637
-635
| -15% | -$4.04K | 0.01% | 559 |
|
|
2022
Q3 | $23K | Buy |
4,272
+1,468
| +52% | +$8.85K | ﹤0.01% | 578 |
|
|
2022
Q2 | $17K | Sell |
2,804
-294
| -9% | -$1.78K | ﹤0.01% | 680 |
|
|
2022
Q1 | $19K | Buy |
3,098
+722
| +30% | +$5.14K | ﹤0.01% | 664 |
|
|
2021
Q4 | $16K | Buy |
2,376
+527
| +29% | +$3.57K | ﹤0.01% | 675 |
|
|
2021
Q3 | $13K | Buy |
1,849
+242
| +15% | +$1.68K | ﹤0.01% | 709 |
|
|
2021
Q2 | $11K | Buy |
1,607
+8
| +0.5% | +$57 | ﹤0.01% | 741 |
|
|
2021
Q1 | $12K | Buy |
1,599
+123
| +8% | +$857 | ﹤0.01% | 676 |
|
|
2020
Q4 | $9K | Buy |
1,476
+917
| +164% | +$5.38K | ﹤0.01% | 750 |
|
|
2020
Q3 | $3K | Buy |
559
+299
| +115% | +$1.71K | ﹤0.01% | 923 |
|
|
2020
Q2 | $1K | Buy |
+260
| New | +$1.4K | ﹤0.01% | 1102 |
|
|
2020
Q1 | – | Sell |
-84
| Closed | -$1K | – | 1523 |
|
|
2019
Q4 | $1K | Buy |
+84
| New | +$604 | ﹤0.01% | 1028 |
|
|
2018
Q4 | – | Sell |
-1,513
| Closed | -$12K | – | 967 |
|
|
2018
Q3 | $12K | Buy |
1,513
+948
| +168% | +$7.49K | 0.01% | 373 |
|
|
2018
Q2 | $4K | Hold |
565
| – | – | ﹤0.01% | 472 |
|
|
2018
Q1 | $5K | Hold |
565
| – | – | ﹤0.01% | 432 |
|
|
2017
Q4 | $5K | Buy |
+565
| New | +$4.58K | ﹤0.01% | 406 |
|
Other funds holding SMFG
CCMG
CIM
