Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $329K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $199K | Buy |
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|
2019
Q3 | $168K | Sell |
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|
2019
Q2 | $181K | Buy |
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|
2019
Q1 | $178K | Buy |
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|
2018
Q4 | $155K | Sell |
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|
2018
Q3 | $193K | Sell |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $231K | Sell |
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|
2017
Q4 | $237K | Buy |
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