Lantz Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,844
| Closed | -$111K | – | 200 |
|
|
2022
Q4 | $111K | Buy |
13,844
+250
| +2% | +$2.01K | 0.05% | 181 |
|
|
2022
Q3 | $75K | Buy |
13,594
+325
| +2% | +$1.79K | 0.04% | 162 |
|
|
2022
Q2 | $78K | Buy |
13,269
+241
| +2% | +$1.42K | 0.04% | 169 |
|
|
2022
Q1 | $82K | Buy |
+13,028
| New | +$82K | 0.03% | 166 |
|
|
2020
Q1 | – | Sell |
-15,787
| Closed | -$117K | – | 127 |
|
|
2019
Q4 | $117K | Buy |
15,787
+1,137
| +8% | +$8.43K | 0.07% | 130 |
|
|
2019
Q3 | $99K | Buy |
14,650
+1,410
| +11% | +$9.53K | 0.07% | 124 |
|
|
2019
Q2 | $94K | Buy |
13,240
+1,113
| +9% | +$7.9K | 0.06% | 126 |
|
|
2019
Q1 | $85K | Buy |
+12,127
| New | +$85K | 0.06% | 114 |
|