Raymond James Financial Services Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $189K | Sell |
|
|||||
|
2024
Q2 | $259K | Sell |
|
|||||
|
2024
Q1 | $277K | Sell |
|
|||||
|
2023
Q4 | $312K | Sell |
|
|||||
|
2023
Q3 | $352K | Buy |
|
|||||
|
2023
Q2 | $284K | Buy |
|
|||||
|
2023
Q1 | $207K | Buy |
|
|||||
|
2022
Q4 | $190K | Sell |
|
|||||
|
2022
Q3 | $165K | Buy |
|
|||||
|
2022
Q2 | $108K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $100K | Sell |
|
|||||
|
2021
Q2 | $102K | Sell |
|
|||||
|
2021
Q1 | $115K | Sell |
|
|||||
|
2020
Q4 | $99K | Buy |
|
|||||
|
2020
Q3 | $60K | Sell |
|
|||||
|
2020
Q2 | $67K | Sell |
|
|||||
|
2020
Q1 | $88K | Sell |
|
|||||
|
2019
Q4 | $407K | Buy |
|
|||||
|
2019
Q3 | $102K | Buy |
|
|||||
|
2019
Q2 | $99K | Buy |
|
|||||
|
2019
Q1 | $94K | Buy |
|
|||||
|
2018
Q4 | $78K | Sell |
|
|||||
|
2018
Q3 | $167K | Buy |
|
|||||
|
2018
Q2 | $153K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $224K | Buy |
|
|||||
|
2017
Q3 | $95K | Buy |
|
|||||
|
2017
Q2 | $84K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $81K | Buy |
|
|||||
|
2016
Q2 | $66K | Sell |
|
|||||
|
2016
Q1 | $100K | Buy |
|