Harbor Investment Advisory’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
Q2 | – | Sell |
-44
| Closed | -$518 | – | 1430 |
|
|
2024
Q1 | $518 | Buy |
+44
| New | +$518 | ﹤0.01% | 1259 |
|
|
2023
Q3 | – | Sell |
-13,650
| Closed | -$117K | – | 1320 |
|
|
2023
Q2 | $117K | Hold |
13,650
| – | – | 0.02% | 459 |
|
|
2023
Q1 | $109K | Sell |
13,650
-8,090
| -37% | -$64.7K | 0.02% | 476 |
|
|
2022
Q4 | $174K | Sell |
21,740
-1,247
| -5% | -$10K | 0.03% | 363 |
|
|
2022
Q3 | $126K | Hold |
22,987
| – | – | 0.02% | 417 |
|
|
2022
Q2 | $136K | Hold |
22,987
| – | – | 0.02% | 421 |
|
|
2022
Q1 | $144K | Hold |
22,987
| – | – | 0.02% | 446 |
|
|
2021
Q4 | $156K | Hold |
22,987
| – | – | 0.02% | 426 |
|
|
2021
Q3 | $161K | Hold |
22,987
| – | – | 0.02% | 412 |
|
|
2021
Q2 | $158K | Hold |
22,987
| – | – | 0.02% | 407 |
|
|
2021
Q1 | $167K | Hold |
22,987
| – | – | 0.03% | 372 |
|
|
2020
Q4 | $142K | Hold |
22,987
| – | – | 0.02% | 376 |
|
|
2020
Q3 | $128K | Hold |
22,987
| – | – | 0.02% | 334 |
|
|
2020
Q2 | $129K | Hold |
22,987
| – | – | 0.03% | 313 |
|
|
2020
Q1 | $110K | Buy |
+22,987
| New | +$110K | 0.03% | 299 |
|