Hancock Whitney’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,112
| Closed | -$81K | – | 659 |
|
|
2022
Q4 | $81K | Sell |
10,112
-1,945
| -16% | -$15.6K | ﹤0.01% | 614 |
|
|
2022
Q3 | $66K | Sell |
12,057
-2,916
| -19% | -$16K | ﹤0.01% | 605 |
|
|
2022
Q2 | $88K | Sell |
14,973
-496
| -3% | -$2.92K | ﹤0.01% | 628 |
|
|
2022
Q1 | $97K | Sell |
15,469
-5,119
| -25% | -$32.1K | ﹤0.01% | 675 |
|
|
2021
Q4 | $140K | Buy |
20,588
+890
| +5% | +$6.05K | ﹤0.01% | 674 |
|
|
2021
Q3 | $138K | Sell |
19,698
-2,482
| -11% | -$17.4K | ﹤0.01% | 658 |
|
|
2021
Q2 | $153K | Buy |
22,180
+6,409
| +41% | +$44.2K | ﹤0.01% | 788 |
|
|
2021
Q1 | $114K | Buy |
15,771
+2,784
| +21% | +$20.1K | ﹤0.01% | 754 |
|
|
2020
Q4 | $80K | Buy |
12,987
+112
| +0.9% | +$690 | ﹤0.01% | 777 |
|
|
2020
Q3 | $72K | Buy |
12,875
+1,063
| +9% | +$5.95K | ﹤0.01% | 772 |
|
|
2020
Q2 | $66K | Buy |
+11,812
| New | +$66K | ﹤0.01% | 772 |
|
|
2019
Q4 | – | Sell |
-16,486
| Closed | -$113K | – | 861 |
|
|
2019
Q3 | $113K | Buy |
16,486
+1,454
| +10% | +$9.97K | ﹤0.01% | 806 |
|
|
2019
Q2 | $106K | Buy |
15,032
+939
| +7% | +$6.62K | ﹤0.01% | 832 |
|
|
2019
Q1 | $99K | Buy |
+14,093
| New | +$99K | ﹤0.01% | 815 |
|
|
2018
Q4 | – | Sell |
-11,674
| Closed | -$94K | – | 861 |
|
|
2018
Q3 | $94K | Buy |
+11,674
| New | +$94K | ﹤0.01% | 821 |
|
|
2017
Q3 | – | Sell |
-10,181
| Closed | -$80K | – | 606 |
|
|
2017
Q2 | $80K | Buy |
+10,181
| New | +$80K | ﹤0.01% | 540 |
|
|
2016
Q1 | – | Sell |
-17,165
| Closed | -$130K | – | 569 |
|
|
2015
Q4 | $130K | Buy |
17,165
+293
| +2% | +$2.22K | 0.01% | 510 |
|
|
2015
Q3 | $129K | Sell |
16,872
-1,174
| -7% | -$8.98K | 0.01% | 498 |
|
|
2015
Q2 | $140K | Hold |
18,046
| – | – | 0.01% | 486 |
|
|
2015
Q1 | $140K | Buy |
+18,046
| New | +$140K | 0.01% | 486 |
|
|
2014
Q2 | – | Sell |
-14,587
| Closed | -$126K | – | 530 |
|
|
2014
Q1 | $126K | Buy |
14,587
+3,006
| +26% | +$26K | ﹤0.01% | 474 |
|
|
2013
Q4 | $121K | Buy |
+11,581
| New | +$121K | 0.01% | 501 |
|