Stephens Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,436
| Closed | -$162K | – | 1290 |
|
|
2023
Q3 | $162K | Sell |
16,436
-1,073
| -6% | -$10.6K | ﹤0.01% | 1070 |
|
|
2023
Q2 | $151K | Sell |
17,509
-2,053
| -10% | -$17.7K | ﹤0.01% | 1101 |
|
|
2023
Q1 | $156K | Sell |
19,562
-3,242
| -14% | -$25.9K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $183K | Buy |
22,804
+4,356
| +24% | +$34.9K | ﹤0.01% | 1017 |
|
|
2022
Q3 | $101K | Buy |
18,448
+73
| +0.4% | +$400 | ﹤0.01% | 1100 |
|
|
2022
Q2 | $108K | Sell |
18,375
-282
| -2% | -$1.66K | ﹤0.01% | 1123 |
|
|
2022
Q1 | $117K | Sell |
18,657
-5,385
| -22% | -$33.8K | ﹤0.01% | 1216 |
|
|
2021
Q4 | $163K | Sell |
24,042
-46,081
| -66% | -$312K | ﹤0.01% | 1236 |
|
|
2021
Q3 | $492K | Buy |
70,123
+17,857
| +34% | +$125K | 0.01% | 881 |
|
|
2021
Q2 | $360K | Buy |
+52,266
| New | +$360K | 0.01% | 973 |
|
|
2020
Q1 | – | Sell |
-14,813
| Closed | -$110K | – | 1195 |
|
|
2019
Q4 | $110K | Buy |
14,813
+824
| +6% | +$6.12K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $96K | Buy |
13,989
+849
| +6% | +$5.83K | ﹤0.01% | 1103 |
|
|
2019
Q2 | $93K | Sell |
13,140
-12,237
| -48% | -$86.6K | ﹤0.01% | 1137 |
|
|
2019
Q1 | $178K | Buy |
25,377
+181
| +0.7% | +$1.27K | ﹤0.01% | 1071 |
|
|
2018
Q4 | $164K | Buy |
25,196
+847
| +3% | +$5.51K | ﹤0.01% | 1008 |
|
|
2018
Q3 | $196K | Buy |
+24,349
| New | +$196K | ﹤0.01% | 1064 |
|
|
2017
Q3 | – | Sell |
-11,185
| Closed | -$88K | – | 854 |
|
|
2017
Q2 | $88K | Buy |
11,185
+205
| +2% | +$1.61K | ﹤0.01% | 828 |
|
|
2017
Q1 | $80K | Buy |
10,980
+356
| +3% | +$2.59K | ﹤0.01% | 806 |
|
|
2016
Q4 | $81K | Buy |
+10,624
| New | +$81K | ﹤0.01% | 756 |
|