Oppenheimer & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-22,423
| Closed | -$171K | – | 1359 |
|
|
2015
Q3 | $171K | Hold |
22,423
| – | – | 0.01% | 1198 |
|
|
2015
Q2 | $199K | Hold |
22,423
| – | – | 0.01% | 1307 |
|
|
2015
Q1 | $174K | Buy |
22,423
+5,111
| +30% | +$39.7K | ﹤0.01% | 1343 |
|
|
2014
Q4 | $126K | Hold |
17,312
| – | – | ﹤0.01% | 1309 |
|
|
2014
Q3 | $142K | Hold |
17,312
| – | – | ﹤0.01% | 1312 |
|
|
2014
Q2 | $147K | Hold |
17,312
| – | – | ﹤0.01% | 1307 |
|
|
2014
Q1 | $150K | Hold |
17,312
| – | – | ﹤0.01% | 1291 |
|
|
2013
Q4 | $182K | Hold |
17,312
| – | – | 0.01% | 1236 |
|
|
2013
Q3 | $168K | Sell |
17,312
-530
| -3% | -$5.14K | 0.01% | 1186 |
|
|
2013
Q2 | $165K | Buy |
+17,842
| New | +$165K | 0.01% | 1144 |
|