Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $189K | Sell |
14,967
-4,382
| -23% | -$55.3K | ﹤0.01% | 3193 |
|
|
2024
Q2 | $259K | Sell |
19,349
-4,222
| -18% | -$56.6K | ﹤0.01% | 2962 |
|
|
2024
Q1 | $277K | Sell |
23,571
-8,680
| -27% | -$102K | ﹤0.01% | 2887 |
|
|
2023
Q4 | $312K | Sell |
32,251
-3,456
| -10% | -$33.5K | ﹤0.01% | 2705 |
|
|
2023
Q3 | $352K | Buy |
35,707
+2,715
| +8% | +$26.7K | ﹤0.01% | 2537 |
|
|
2023
Q2 | $284K | Buy |
32,992
+7,065
| +27% | +$60.8K | ﹤0.01% | 2686 |
|
|
2023
Q1 | $207K | Buy |
25,927
+2,263
| +10% | +$18.1K | ﹤0.01% | 2878 |
|
|
2022
Q4 | $190K | Sell |
23,664
-6,368
| -21% | -$51.1K | ﹤0.01% | 2878 |
|
|
2022
Q3 | $165K | Buy |
30,032
+11,685
| +64% | +$64.2K | ﹤0.01% | 2892 |
|
|
2022
Q2 | $108K | Buy |
+18,347
| New | +$108K | ﹤0.01% | 2986 |
|
|
2021
Q4 | – | Sell |
-14,204
| Closed | -$100K | – | 3341 |
|
|
2021
Q3 | $100K | Sell |
14,204
-669
| -4% | -$4.71K | ﹤0.01% | 3107 |
|
|
2021
Q2 | $102K | Sell |
14,873
-1,031
| -6% | -$7.07K | ﹤0.01% | 3125 |
|
|
2021
Q1 | $115K | Sell |
15,904
-155
| -1% | -$1.12K | ﹤0.01% | 3015 |
|
|
2020
Q4 | $99K | Buy |
16,059
+5,320
| +50% | +$32.8K | ﹤0.01% | 2849 |
|
|
2020
Q3 | $60K | Sell |
10,739
-1,113
| -9% | -$6.22K | ﹤0.01% | 2738 |
|
|
2020
Q2 | $67K | Sell |
11,852
-6,426
| -35% | -$36.3K | ﹤0.01% | 2670 |
|
|
2020
Q1 | $88K | Sell |
18,278
-36,674
| -67% | -$177K | ﹤0.01% | 2241 |
|
|
2019
Q4 | $407K | Buy |
54,952
+40,079
| +269% | +$297K | ﹤0.01% | 2105 |
|
|
2019
Q3 | $102K | Buy |
14,873
+881
| +6% | +$6.04K | ﹤0.01% | 2631 |
|
|
2019
Q2 | $99K | Buy |
13,992
+649
| +5% | +$4.59K | ﹤0.01% | 2679 |
|
|
2019
Q1 | $94K | Buy |
13,343
+1,314
| +11% | +$9.26K | ﹤0.01% | 2646 |
|
|
2018
Q4 | $78K | Sell |
12,029
-8,743
| -42% | -$56.7K | ﹤0.01% | 2422 |
|
|
2018
Q3 | $167K | Buy |
20,772
+1,096
| +6% | +$8.81K | ﹤0.01% | 2574 |
|
|
2018
Q2 | $153K | Buy |
+19,676
| New | +$153K | ﹤0.01% | 2540 |
|
|
2018
Q1 | – | Sell |
-25,767
| Closed | -$224K | – | 2662 |
|
|
2017
Q4 | $224K | Buy |
25,767
+13,426
| +109% | +$117K | ﹤0.01% | 2183 |
|
|
2017
Q3 | $95K | Buy |
12,341
+1,670
| +16% | +$12.9K | ﹤0.01% | 2390 |
|
|
2017
Q2 | $84K | Buy |
+10,671
| New | +$84K | ﹤0.01% | 2354 |
|
|
2016
Q4 | – | Sell |
-12,001
| Closed | -$81K | – | 2378 |
|
|
2016
Q3 | $81K | Buy |
12,001
+541
| +5% | +$3.65K | ﹤0.01% | 2159 |
|
|
2016
Q2 | $66K | Sell |
11,460
-5,182
| -31% | -$29.8K | ﹤0.01% | 2136 |
|
|
2016
Q1 | $100K | Buy |
+16,642
| New | +$100K | ﹤0.01% | 1890 |
|