Inspire Advisors’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 |
-58,974
| Closed | -$694K | – | 459 |
|
|
2024
Q1 | $694K | Buy |
58,974
+7,793
| +15% | +$91.7K | 0.1% | 146 |
|
|
2023
Q4 | $495K | Buy |
51,181
+6,193
| +14% | +$59.9K | 0.07% | 181 |
|
|
2023
Q3 | $443K | Buy |
44,988
+364
| +0.8% | +$3.59K | 0.08% | 144 |
|
|
2023
Q2 | $384K | Buy |
44,624
+8,761
| +24% | +$75.3K | 0.07% | 126 |
|
|
2023
Q1 | $287K | Sell |
35,863
-5,068
| -12% | -$40.5K | 0.07% | 123 |
|
|
2022
Q4 | $328K | Buy |
40,931
+338
| +0.8% | +$2.71K | 0.08% | 91 |
|
|
2022
Q3 | $223K | Buy |
40,593
+5,856
| +17% | +$32.2K | 0.06% | 103 |
|
|
2022
Q2 | $205K | Buy |
34,737
+14,972
| +76% | +$88.4K | 0.06% | 88 |
|
|
2022
Q1 | $124K | Buy |
19,765
+6,789
| +52% | +$42.6K | 0.03% | 102 |
|
|
2021
Q4 | $88K | Buy |
+12,976
| New | +$88K | 0.02% | 95 |
|
|
2021
Q3 | – | Sell |
-11,303
| Closed | -$78K | – | 109 |
|
|
2021
Q2 | $78K | Buy |
11,303
+584
| +5% | +$4.03K | 0.03% | 85 |
|
|
2021
Q1 | $78K | Sell |
10,719
-958
| -8% | -$6.97K | 0.03% | 74 |
|
|
2020
Q4 | $72K | Buy |
+11,677
| New | +$72K | 0.03% | 185 |
|