Level Four Advisory Services’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
2021
Q3
Sell
-194,590
Closed -$1.34M 610
2021
Q2
$1.34M Buy
194,590
+14,285
+8% +$102K 0.09% 232
2021
Q1
$1.31M Buy
180,305
+128,129
+246% +$892K 0.1% 219
2020
Q4
$322K Sell
52,176
-96,667
-65% -$567K 0.03% 450
2020
Q3
$832K Sell
148,843
-29,131
-16% -$167K 0.06% 270
2020
Q2
$1M Buy
177,974
+2,191
+1% +$11.8K 0.08% 258
2020
Q1
$840K Buy
175,783
+7,090
+4% +$45.7K 0.1% 229
2019
Q4
$9.48M Buy
168,693
+22,934
+16% +$165K 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% +$5.9K 0.1% 199
2019
Q1
$969K Buy
137,897
+22,466
+19% +$161K 0.11% 195
2018
Q4
$751K Sell
115,431
-1,203
-1% -$8.98K 0.09% 216
2018
Q3
$937K Buy
116,634
+31,978
+38% +$253K 0.1% 204
2018
Q2
$658K Buy
84,656
+1,386
+2% +$11.5K 0.05% 329
2018
Q1
$708K Buy
83,270
+2,609
+3% +$23.3K 0.05% 297
2017
Q4
$701K Sell
80,661
-7,158
-8% -$58K 0.05% 299
2017
Q3
$677K Buy
87,819
+60,719
+224% +$463K 0.06% 293
2017
Q2
$191K Sell
27,100
-23,663
-47% -$176K 0.03% 457
2017
Q1
$363K Sell
50,763
-108
-0.2% -$839 0.04% 374
2016
Q4
$389K Buy
+50,871
New +$369K 0.05% 323

Other funds holding SMFG