Pathstone Family Office’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $170K | Buy |
17,223
+5,120
| +42% | +$50.4K | ﹤0.01% | 1541 |
|
|
2023
Q2 | $106K | Buy |
12,103
+1,353
| +13% | +$11.8K | ﹤0.01% | 1184 |
|
|
2023
Q1 | $86K | Sell |
10,750
-113,022
| -91% | -$904K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $585K | Buy |
123,772
+44,339
| +56% | +$210K | 0.01% | 1024 |
|
|
2022
Q3 | $437K | Buy |
+79,433
| New | +$437K | ﹤0.01% | 1123 |
|
|
2022
Q1 | – | Sell |
-10,350
| Closed | -$70K | – | 1009 |
|
|
2021
Q4 | $70K | Sell |
10,350
-4,780
| -32% | -$32.3K | ﹤0.01% | 867 |
|
|
2021
Q3 | $105K | Buy |
+15,130
| New | +$105K | ﹤0.01% | 833 |
|
|
2013
Q3 | – | Sell |
-223
| Closed | -$2K | – | 409 |
|
|
2013
Q2 | $2K | Buy |
+223
| New | +$2K | ﹤0.01% | 342 |
|