Level Four Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-194,590
| Closed | -$1.34M | – | 610 |
|
|
2021
Q2 | $1.34M | Buy |
194,590
+14,285
| +8% | +$98.4K | 0.09% | 232 |
|
|
2021
Q1 | $1.31M | Buy |
180,305
+128,129
| +246% | +$929K | 0.1% | 219 |
|
|
2020
Q4 | $322K | Sell |
52,176
-96,667
| -65% | -$597K | 0.03% | 450 |
|
|
2020
Q3 | $832K | Sell |
148,843
-29,131
| -16% | -$163K | 0.06% | 270 |
|
|
2020
Q2 | $1M | Buy |
177,974
+2,191
| +1% | +$12.3K | 0.08% | 258 |
|
|
2020
Q1 | $840K | Buy |
175,783
+7,090
| +4% | +$33.9K | 0.1% | 229 |
|
|
2019
Q4 | $9.49M | Buy |
168,693
+22,934
| +16% | +$1.29M | 0.38% | 84 |
|
|
2019
Q3 | $996K | Buy |
145,759
+7,029
| +5% | +$48K | 0.1% | 208 |
|
|
2019
Q2 | $979K | Buy |
138,730
+833
| +0.6% | +$5.88K | 0.1% | 199 |
|
|
2019
Q1 | $969K | Buy |
137,897
+22,466
| +19% | +$158K | 0.11% | 195 |
|
|
2018
Q4 | $751K | Sell |
115,431
-1,203
| -1% | -$7.83K | 0.09% | 216 |
|
|
2018
Q3 | $937K | Buy |
116,634
+31,978
| +38% | +$257K | 0.1% | 204 |
|
|
2018
Q2 | $658K | Buy |
84,656
+1,386
| +2% | +$10.8K | 0.05% | 328 |
|
|
2018
Q1 | $708K | Buy |
83,270
+2,609
| +3% | +$22.2K | 0.05% | 296 |
|
|
2017
Q4 | $701K | Sell |
80,661
-7,158
| -8% | -$62.2K | 0.05% | 298 |
|
|
2017
Q3 | $677K | Buy |
87,819
+60,719
| +224% | +$468K | 0.06% | 292 |
|
|
2017
Q2 | $191K | Sell |
27,100
-23,663
| -47% | -$167K | 0.03% | 457 |
|
|
2017
Q1 | $363K | Sell |
50,763
-108
| -0.2% | -$772 | 0.04% | 374 |
|
|
2016
Q4 | $389K | Buy |
+50,871
| New | +$389K | 0.05% | 323 |
|