Janney Montgomery Scott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-49,223
| Closed | -$485K | – | 2744 |
|
|
2023
Q3 | $485K | Sell |
49,223
-34
| -0.1% | -$314 | ﹤0.01% | 1787 |
|
|
2023
Q2 | $424K | Sell |
49,257
-747
| -1% | -$6.17K | ﹤0.01% | 1994 |
|
|
2023
Q1 | $400K | Sell |
50,004
-40,910
| -45% | -$346K | ﹤0.01% | 1857 |
|
|
2022
Q4 | $729K | Buy |
90,914
+8,488
| +10% | +$54.1K | ﹤0.01% | 1540 |
|
|
2022
Q3 | $453K | Buy |
82,426
+3,608
| +5% | +$21.8K | ﹤0.01% | 1764 |
|
|
2022
Q2 | $465K | Buy |
78,818
+9,753
| +14% | +$58.9K | ﹤0.01% | 1656 |
|
|
2022
Q1 | $433K | Buy |
69,065
+231
| +0.3% | +$1.65K | ﹤0.01% | 1711 |
|
|
2021
Q4 | $467K | Buy |
68,834
+3,161
| +5% | +$21.4K | ﹤0.01% | 1763 |
|
|
2021
Q3 | $460K | Buy |
65,673
+2,066
| +3% | +$14.4K | ﹤0.01% | 1710 |
|
|
2021
Q2 | $438K | Buy |
63,607
+3,941
| +7% | +$28.3K | ﹤0.01% | 1711 |
|
|
2021
Q1 | $433K | Buy |
59,666
+186
| +0.3% | +$1.3K | ﹤0.01% | 1633 |
|
|
2020
Q4 | $367K | Buy |
59,480
+3,588
| +6% | +$21.1K | ﹤0.01% | 1757 |
|
|
2020
Q3 | $312K | Buy |
55,892
+1,179
| +2% | +$6.76K | ﹤0.01% | 1681 |
|
|
2020
Q2 | $307K | Buy |
54,713
+1,642
| +3% | +$8.87K | ﹤0.01% | 1617 |
|
|
2020
Q1 | $254K | Buy |
53,071
+39,646
| +295% | +$255K | ﹤0.01% | 1575 |
|
|
2019
Q4 | $99K | Buy |
13,425
+1,519
| +13% | +$10.9K | ﹤0.01% | 2010 |
|
|
2019
Q3 | $81K | Sell |
11,906
-184,849
| -94% | -$1.26M | ﹤0.01% | 1996 |
|
|
2019
Q2 | $1.39M | Sell |
196,755
-20,331
| -9% | -$144K | 0.01% | 885 |
|
|
2019
Q1 | $1.53M | Buy |
217,086
+11,424
| +6% | +$81.7K | 0.01% | 828 |
|
|
2018
Q4 | $1.34M | Sell |
205,662
-13,861
| -6% | -$103K | 0.01% | 796 |
|
|
2018
Q3 | $1.76M | Sell |
219,523
-98,563
| -31% | -$779K | 0.02% | 744 |
|
|
2018
Q2 | $2.47M | Buy |
318,086
+16,099
| +5% | +$134K | 0.02% | 594 |
|
|
2018
Q1 | $2.57M | Buy |
301,987
+23,215
| +8% | +$207K | 0.03% | 565 |
|
|
2017
Q4 | $2.42M | Buy |
278,772
+43,183
| +18% | +$350K | 0.03% | 585 |
|
|
2017
Q3 | $1.82M | Buy |
235,589
+4,724
| +2% | +$36K | 0.02% | 651 |
|
|
2017
Q2 | $1.81M | Buy |
230,865
+186,297
| +418% | +$1.38M | 0.02% | 616 |
|
|
2017
Q1 | $323K | Buy |
44,568
+2,117
| +5% | +$16.4K | ﹤0.01% | 1368 |
|
|
2016
Q4 | $324K | Buy |
42,451
+1,341
| +3% | +$9.74K | ﹤0.01% | 1283 |
|
|
2016
Q3 | $277K | Buy |
+41,110
| New | +$267K | ﹤0.01% | 1224 |
|
Other funds holding SMFG
CIM
