Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3K | Buy |
491
+238
| +94% | +$1.45K | ﹤0.01% | 2561 |
|
|
2021
Q3 | $2K | Hold |
253
| – | – | ﹤0.01% | 2521 |
|
|
2021
Q2 | $2K | Sell |
253
-245
| -49% | -$1.94K | ﹤0.01% | 2450 |
|
|
2021
Q1 | $3K | Sell |
498
-580
| -54% | -$3.49K | ﹤0.01% | 2252 |
|
|
2020
Q4 | $6K | Buy |
+1,078
| New | +$6K | ﹤0.01% | 1944 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | – | – | 1701 |
|
|
2020
Q1 | $0 | Sell |
78
-567
| -88% | – | ﹤0.01% | 2383 |
|
|
2019
Q4 | $5K | Hold |
645
| – | – | ﹤0.01% | 1975 |
|
|
2019
Q3 | $4K | Hold |
645
| – | – | ﹤0.01% | 1967 |
|
|
2019
Q2 | $5K | Sell |
645
-305
| -32% | -$2.36K | ﹤0.01% | 1904 |
|
|
2019
Q1 | $7K | Buy |
950
+305
| +47% | +$2.25K | ﹤0.01% | 1197 |
|
|
2018
Q4 | $4K | Sell |
645
-86
| -12% | -$533 | ﹤0.01% | 1622 |
|
|
2018
Q3 | $6K | Buy |
+731
| New | +$6K | ﹤0.01% | 1132 |
|
|
2017
Q4 | – | Sell |
-72
| Closed | -$1K | – | 1234 |
|
|
2017
Q3 | $1K | Sell |
72
-328
| -82% | -$4.56K | ﹤0.01% | 1710 |
|
|
2017
Q2 | $3K | Hold |
400
| – | – | ﹤0.01% | 1683 |
|
|
2017
Q1 | $3K | Sell |
400
-745
| -65% | -$5.59K | ﹤0.01% | 1640 |
|
|
2016
Q4 | $9K | Sell |
1,145
-200
| -15% | -$1.57K | ﹤0.01% | 1700 |
|
|
2016
Q3 | $9K | Buy |
1,345
+668
| +99% | +$4.47K | ﹤0.01% | 1712 |
|
|
2016
Q2 | $3K | Sell |
677
-100
| -13% | -$443 | ﹤0.01% | 1535 |
|
|
2016
Q1 | $4K | Sell |
777
-800
| -51% | -$4.12K | ﹤0.01% | 1436 |
|
|
2015
Q4 | $11K | Hold |
1,577
| – | – | ﹤0.01% | 1148 |
|
|
2015
Q3 | $12K | Hold |
1,577
| – | – | ﹤0.01% | 1147 |
|
|
2015
Q2 | $14K | Hold |
1,577
| – | – | ﹤0.01% | 1153 |
|
|
2015
Q1 | $12K | Hold |
1,577
| – | – | ﹤0.01% | 1183 |
|
|
2014
Q4 | $11K | Sell |
1,577
-1,045
| -40% | -$7.29K | ﹤0.01% | 1221 |
|
|
2014
Q3 | $22K | Buy |
+2,622
| New | +$22K | ﹤0.01% | 1359 |
|