Lake Street Advisors Group’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
Q4 | $806K | Buy |
55,655
+1,472
| +3% | +$21.3K | 0.04% | 250 |
|
|
2024
Q3 | $684K | Buy |
54,183
+933
| +2% | +$11.8K | 0.03% | 276 |
|
|
2024
Q2 | $720K | Sell |
53,250
-5,015
| -9% | -$67.8K | 0.03% | 262 |
|
|
2024
Q1 | $686K | Sell |
58,265
-163
| -0.3% | -$1.92K | 0.03% | 286 |
|
|
2023
Q4 | $566K | Buy |
58,428
+1,295
| +2% | +$12.5K | 0.03% | 308 |
|
|
2023
Q3 | $563K | Buy |
57,133
+541
| +1% | +$5.33K | 0.03% | 202 |
|
|
2023
Q2 | $487K | Buy |
56,592
+3,752
| +7% | +$32.3K | 0.03% | 211 |
|
|
2023
Q1 | $423K | Buy |
52,840
+2,575
| +5% | +$20.6K | 0.03% | 203 |
|
|
2022
Q4 | $403K | Buy |
50,265
+4,529
| +10% | +$36.3K | 0.03% | 201 |
|
|
2022
Q3 | $252K | Sell |
45,736
-48
| -0.1% | -$264 | 0.02% | 217 |
|
|
2022
Q2 | $270K | Sell |
45,784
-3,576
| -7% | -$21.1K | 0.02% | 189 |
|
|
2022
Q1 | $310K | Buy |
49,360
+971
| +2% | +$6.1K | 0.02% | 185 |
|
|
2021
Q4 | $329K | Buy |
+48,389
| New | +$329K | 0.02% | 182 |
|
|
2021
Q3 | – | Sell |
-42,625
| Closed | -$302K | – | 391 |
|
|
2021
Q2 | $302K | Sell |
42,625
-614
| -1% | -$4.35K | 0.02% | 242 |
|
|
2021
Q1 | $313K | Buy |
43,239
+813
| +2% | +$5.89K | 0.03% | 228 |
|
|
2020
Q4 | $262K | Buy |
42,426
+2,103
| +5% | +$13K | 0.02% | 249 |
|
|
2020
Q3 | $225K | Buy |
40,323
+7,001
| +21% | +$39.1K | 0.02% | 244 |
|
|
2020
Q2 | $187K | Sell |
33,322
-11,876
| -26% | -$66.6K | 0.02% | 261 |
|
|
2020
Q1 | $216K | Buy |
45,198
+18,354
| +68% | +$87.7K | 0.03% | 218 |
|
|
2019
Q4 | $199K | Buy |
26,844
+2,330
| +10% | +$17.3K | 0.02% | 241 |
|
|
2019
Q3 | $168K | Sell |
24,514
-1,063
| -4% | -$7.29K | 0.02% | 216 |
|
|
2019
Q2 | $181K | Buy |
25,577
+212
| +0.8% | +$1.5K | 0.02% | 216 |
|
|
2019
Q1 | $178K | Buy |
25,365
+1,502
| +6% | +$10.5K | 0.02% | 221 |
|
|
2018
Q4 | $155K | Sell |
23,863
-196
| -0.8% | -$1.27K | 0.02% | 190 |
|
|
2018
Q3 | $193K | Sell |
24,059
-3,093
| -11% | -$24.8K | 0.02% | 205 |
|
|
2018
Q2 | $211K | Hold |
27,152
| – | – | 0.02% | 304 |
|
|
2018
Q1 | $231K | Sell |
27,152
-168
| -0.6% | -$1.43K | 0.03% | 267 |
|
|
2017
Q4 | $237K | Buy |
+27,320
| New | +$237K | 0.03% | 286 |
|