Simplicity Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.53M | Sell |
468,009
-26,963
| -5% | -$261K | 0.12% | 151 |
|
|
2023
Q3 | $4.88M | Sell |
494,972
-2,365
| -0.5% | -$23.3K | 0.16% | 125 |
|
|
2023
Q2 | $4.28M | Buy |
497,337
+6,478
| +1% | +$55.7K | 0.12% | 171 |
|
|
2023
Q1 | $3.93M | Buy |
490,859
+459,457
| +1,463% | +$3.68M | 0.1% | 188 |
|
|
2022
Q4 | $252K | Sell |
31,402
-416
| -1% | -$3.34K | 0.03% | 534 |
|
|
2022
Q3 | $175K | Buy |
31,818
+12,497
| +65% | +$68.7K | 0.03% | 606 |
|
|
2022
Q2 | $114K | Buy |
+19,321
| New | +$114K | 0.01% | 601 |
|
|
2021
Q1 | – | Sell |
-21,619
| Closed | -$133K | – | 904 |
|
|
2020
Q4 | $133K | Buy |
21,619
+5,686
| +36% | +$35K | ﹤0.01% | 922 |
|
|
2020
Q3 | $89K | Sell |
15,933
-4,496
| -22% | -$25.1K | ﹤0.01% | 845 |
|
|
2020
Q2 | $115K | Sell |
20,429
-468
| -2% | -$2.63K | ﹤0.01% | 855 |
|
|
2020
Q1 | $100K | Buy |
20,897
+5,064
| +32% | +$24.2K | ﹤0.01% | 700 |
|
|
2019
Q4 | $117K | Sell |
15,833
-5,491
| -26% | -$40.6K | ﹤0.01% | 812 |
|
|
2019
Q3 | $146K | Buy |
21,324
+212
| +1% | +$1.45K | 0.01% | 694 |
|
|
2019
Q2 | $149K | Buy |
+21,112
| New | +$149K | 0.01% | 638 |
|
|
2018
Q4 | – | Sell |
-23,890
| Closed | -$192K | – | 770 |
|
|
2018
Q3 | $192K | Sell |
23,890
-1,138
| -5% | -$9.15K | 0.01% | 537 |
|
|
2018
Q2 | $195K | Buy |
25,028
+10,539
| +73% | +$82.1K | 0.01% | 475 |
|
|
2018
Q1 | $123K | Sell |
14,489
-15,636
| -52% | -$133K | 0.01% | 356 |
|
|
2017
Q4 | $262K | Buy |
30,125
+1,280
| +4% | +$11.1K | 0.03% | 314 |
|
|
2017
Q3 | $222K | Buy |
28,845
+9,233
| +47% | +$71.1K | 0.15% | 186 |
|
|
2017
Q2 | $154K | Buy |
+19,612
| New | +$154K | 0.02% | 398 |
|
|
2017
Q1 | – | Sell |
-12,376
| Closed | -$95K | – | 412 |
|
|
2016
Q4 | $95K | Buy |
+12,376
| New | +$95K | 0.02% | 338 |
|