Prudent Man Advisors’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
Q1 | – | Sell |
-11,883
| Closed | -$172K | – | 179 |
|
|
2024
Q4 | $172K | Hold |
11,883
| – | – | 0.06% | 164 |
|
|
2024
Q3 | $150K | Hold |
11,883
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $159K | Sell |
11,883
-1,148
| -9% | -$15.4K | 0.06% | 166 |
|
|
2024
Q1 | $153K | Sell |
13,031
-2,861
| -18% | -$33.7K | 0.06% | 173 |
|
|
2023
Q4 | $154K | Sell |
15,892
-3,026
| -16% | -$29.3K | 0.06% | 183 |
|
|
2023
Q3 | $186K | Sell |
18,918
-643
| -3% | -$6.33K | 0.07% | 175 |
|
|
2023
Q2 | $168K | Hold |
19,561
| – | – | 0.06% | 198 |
|
|
2023
Q1 | $156K | Hold |
19,561
| – | – | 0.06% | 191 |
|
|
2022
Q4 | $157K | Buy |
19,561
+5,769
| +42% | +$46.3K | 0.06% | 194 |
|
|
2022
Q3 | $76K | Hold |
13,792
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $81K | Sell |
13,792
-1,716
| -11% | -$10.1K | 0.04% | 159 |
|
|
2022
Q1 | $97K | Hold |
15,508
| – | – | 0.04% | 184 |
|
|
2021
Q4 | $105K | Sell |
15,508
-4,165
| -21% | -$28.2K | 0.04% | 185 |
|
|
2021
Q3 | $138K | Hold |
19,673
| – | – | 0.05% | 205 |
|
|
2021
Q2 | $136K | Buy |
19,673
+614
| +3% | +$4.25K | 0.05% | 207 |
|
|
2021
Q1 | $138K | Sell |
19,059
-52
| -0.3% | -$377 | 0.06% | 195 |
|
|
2020
Q4 | $118K | Hold |
19,111
| – | – | 0.05% | 181 |
|
|
2020
Q3 | $107K | Sell |
19,111
-283
| -1% | -$1.58K | 0.06% | 155 |
|
|
2020
Q2 | $109K | Buy |
+19,394
| New | +$109K | 0.1% | 147 |
|