Ladenburg Thalmann Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $258K | Buy |
34,730
+1,793
| +5% | +$13.3K | ﹤0.01% | 2317 |
|
2019
Q3 | $226K | Sell |
32,937
-7,937
| -19% | -$54.5K | ﹤0.01% | 2375 |
|
2019
Q2 | $288K | Sell |
40,874
-1,410
| -3% | -$9.94K | ﹤0.01% | 2182 |
|
2019
Q1 | $302K | Buy |
42,284
+6,898
| +19% | +$49.3K | ﹤0.01% | 2084 |
|
2018
Q4 | $231K | Buy |
35,386
+25,985
| +276% | +$170K | ﹤0.01% | 2131 |
|
2018
Q3 | $75K | Sell |
9,401
-17,136
| -65% | -$137K | ﹤0.01% | 3035 |
|
2018
Q2 | $225K | Hold |
26,537
| – | – | ﹤0.01% | 2144 |
|
2018
Q1 | $225K | Sell |
26,537
-1,175
| -4% | -$9.96K | ﹤0.01% | 2144 |
|
2017
Q4 | $242K | Buy |
27,712
+4,151
| +18% | +$36.2K | ﹤0.01% | 2067 |
|
2017
Q3 | $181K | Buy |
23,561
+173
| +0.7% | +$1.33K | ﹤0.01% | 2191 |
|
2017
Q2 | $184K | Buy |
23,388
+11,177
| +92% | +$87.9K | ﹤0.01% | 2083 |
|
2017
Q1 | $89K | Sell |
12,211
-3,062
| -20% | -$22.3K | ﹤0.01% | 2478 |
|
2016
Q4 | $118K | Sell |
15,273
-1,608
| -10% | -$12.4K | ﹤0.01% | 2194 |
|
2016
Q3 | $114K | Sell |
16,881
-1,247
| -7% | -$8.42K | ﹤0.01% | 2150 |
|
2016
Q2 | $104K | Buy |
18,128
+3,244
| +22% | +$18.6K | ﹤0.01% | 2129 |
|
2016
Q1 | $88K | Sell |
14,884
-7,523
| -34% | -$44.5K | ﹤0.01% | 2157 |
|
2015
Q4 | $169K | Buy |
22,407
+687
| +3% | +$5.18K | ﹤0.01% | 1687 |
|
2015
Q3 | $167K | Sell |
21,720
-2,803
| -11% | -$21.6K | ﹤0.01% | 1606 |
|
2015
Q2 | $218K | Sell |
24,523
-2,840
| -10% | -$25.2K | ﹤0.01% | 1554 |
|
2015
Q1 | $213K | Buy |
27,363
+840
| +3% | +$6.54K | ﹤0.01% | 1531 |
|
2014
Q4 | $192K | Buy |
26,523
+2,681
| +11% | +$19.4K | ﹤0.01% | 1456 |
|
2014
Q3 | $195K | Sell |
23,842
-9,633
| -29% | -$78.8K | 0.01% | 1231 |
|
2014
Q2 | $283K | Buy |
33,475
+15,038
| +82% | +$127K | 0.01% | 1020 |
|
2014
Q1 | $160K | Buy |
18,437
+3,227
| +21% | +$28K | ﹤0.01% | 1248 |
|
2013
Q4 | $159K | Buy |
15,210
+8,076
| +113% | +$84.4K | ﹤0.01% | 1192 |
|
2013
Q3 | $70K | Buy |
7,134
+292
| +4% | +$2.87K | ﹤0.01% | 1600 |
|
2013
Q2 | $64K | Buy |
+6,842
| New | +$64K | ﹤0.01% | 1554 |
|