Ronald Blue & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $91K | Buy |
+11,675
| New | +$91K | ﹤0.01% | 242 |
|
|
2015
Q4 | – | Sell |
-106,244
| Closed | -$811K | – | 283 |
|
|
2015
Q3 | $811K | Sell |
106,244
-20,057
| -16% | -$153K | 0.04% | 93 |
|
|
2015
Q2 | $1.12M | Sell |
126,301
-2,108
| -2% | -$18.7K | 0.05% | 74 |
|
|
2015
Q1 | $994K | Buy |
128,409
+7,290
| +6% | +$56.4K | 0.05% | 91 |
|
|
2014
Q4 | $882K | Sell |
121,119
-7,171
| -6% | -$52.2K | 0.04% | 96 |
|
|
2014
Q3 | $1.05M | Buy |
128,290
+12,973
| +11% | +$106K | 0.07% | 69 |
|
|
2014
Q2 | $977K | Buy |
115,317
+9,200
| +9% | +$77.9K | 0.06% | 81 |
|
|
2014
Q1 | $918K | Buy |
106,117
+7,094
| +7% | +$61.4K | 0.07% | 84 |
|
|
2013
Q4 | $1.04M | Buy |
99,023
+5,304
| +6% | +$55.7K | 0.08% | 75 |
|
|
2013
Q3 | $912K | Buy |
93,719
+3,084
| +3% | +$30K | 0.07% | 70 |
|
|
2013
Q2 | $836K | Buy |
+90,635
| New | +$836K | 0.07% | 45 |
|