Gratry & Company’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.85M | Buy |
217,229
+100,310
| +86% | +$852K | 2.56% | 11 |
|
|
2017
Q4 | $1.02M | Buy |
116,919
+10,350
| +10% | +$89.9K | 1.23% | 33 |
|
|
2017
Q3 | $822K | Sell |
106,569
-5,326
| -5% | -$41.1K | 1.01% | 36 |
|
|
2017
Q2 | $879K | Sell |
111,895
-3,530
| -3% | -$27.7K | 1.08% | 34 |
|
|
2017
Q1 | $837K | Sell |
115,425
-129,665
| -53% | -$940K | 1.03% | 32 |
|
|
2016
Q4 | $1.87M | Buy |
+245,090
| New | +$1.87M | 1.65% | 26 |
|
|
2016
Q1 | – | Sell |
-658,020
| Closed | -$4.99M | – | 87 |
|
|
2015
Q4 | $4.99M | Sell |
658,020
-83,495
| -11% | -$634K | 3.25% | 16 |
|
|
2015
Q3 | $5.66M | Buy |
741,515
+390
| +0.1% | +$2.98K | 3.47% | 10 |
|
|
2015
Q2 | $6.59M | Buy |
741,125
+73,410
| +11% | +$653K | 3.45% | 10 |
|
|
2015
Q1 | $5.17M | Sell |
667,715
-109,680
| -14% | -$849K | 2.79% | 20 |
|
|
2014
Q4 | $8.16M | Buy |
+777,395
| New | +$8.16M | 2.67% | 17 |
|
|
2014
Q2 | – | Sell |
-721,020
| Closed | -$6.24M | – | 64 |
|
|
2014
Q1 | $6.24M | Sell |
721,020
-56,375
| -7% | -$488K | 2.25% | 27 |
|
|
2013
Q4 | $8.16M | Buy |
+777,395
| New | +$8.16M | 2.67% | 17 |
|