Patriot Financial Group Insurance Agency’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,601
| Closed | -$21K | – | 1720 |
|
|
2022
Q2 | $21K | Sell |
3,601
-402
| -10% | -$2.34K | ﹤0.01% | 994 |
|
|
2022
Q1 | $25K | Buy |
4,003
+619
| +18% | +$3.87K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $23K | Sell |
3,384
-74
| -2% | -$503 | ﹤0.01% | 1169 |
|
|
2021
Q3 | $24K | Buy |
3,458
+585
| +20% | +$4.06K | ﹤0.01% | 1142 |
|
|
2021
Q2 | $20K | Sell |
2,873
-740
| -20% | -$5.15K | ﹤0.01% | 1181 |
|
|
2021
Q1 | $26K | Buy |
3,613
+81
| +2% | +$583 | 0.01% | 996 |
|
|
2020
Q4 | $22K | Sell |
3,532
-81
| -2% | -$505 | 0.01% | 943 |
|
|
2020
Q3 | $20K | Hold |
3,613
| – | – | 0.01% | 800 |
|
|
2020
Q2 | $20K | Buy |
3,613
+479
| +15% | +$2.65K | 0.01% | 747 |
|
|
2020
Q1 | $15K | Buy |
3,134
+2,844
| +981% | +$13.6K | 0.01% | 739 |
|
|
2019
Q4 | $2K | Sell |
290
-1
| -0.3% | -$7 | ﹤0.01% | 1147 |
|
|
2019
Q3 | $2K | Buy |
291
+27
| +10% | +$186 | ﹤0.01% | 1120 |
|
|
2019
Q2 | $2K | Sell |
264
-58
| -18% | -$439 | ﹤0.01% | 1147 |
|
|
2019
Q1 | $2K | Buy |
+322
| New | +$2K | ﹤0.01% | 1044 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1231 |
|