Parkside Financial Bank & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $78.1K | Sell |
5,167
-226
| -4% | -$3.42K | 0.01% | 737 |
|
2025
Q1 | $83.4K | Sell |
5,393
-2,551
| -32% | -$39.4K | 0.01% | 648 |
|
2024
Q4 | $115K | Buy |
7,944
+1,968
| +33% | +$28.5K | 0.02% | 524 |
|
2024
Q3 | $75.5K | Buy |
5,976
+170
| +3% | +$2.15K | 0.01% | 629 |
|
2024
Q2 | $77.9K | Hold |
5,806
| – | – | 0.01% | 581 |
|
2024
Q1 | $68.3K | Buy |
5,806
+426
| +8% | +$5.01K | 0.01% | 641 |
|
2023
Q4 | $52.1K | Buy |
5,380
+126
| +2% | +$1.22K | 0.01% | 672 |
|
2023
Q3 | $51.8K | Buy |
5,254
+4,902
| +1,393% | +$48.3K | 0.01% | 599 |
|
2023
Q2 | $3.03K | Buy |
+352
| New | +$3.03K | ﹤0.01% | 1551 |
|
2017
Q2 | – | Sell |
-438
| Closed | -$3K | – | 1529 |
|
2017
Q1 | $3K | Hold |
438
| – | – | ﹤0.01% | 917 |
|
2016
Q4 | $3K | Buy |
438
+49
| +13% | +$336 | ﹤0.01% | 917 |
|
2016
Q3 | $3K | Sell |
389
-449
| -54% | -$3.46K | ﹤0.01% | 918 |
|
2016
Q2 | $5K | Hold |
838
| – | – | ﹤0.01% | 813 |
|
2016
Q1 | $5K | Hold |
838
| – | – | ﹤0.01% | 786 |
|
2015
Q4 | $6K | Buy |
838
+65
| +8% | +$465 | ﹤0.01% | 751 |
|
2015
Q3 | $6K | Buy |
+773
| New | +$6K | ﹤0.01% | 758 |
|