Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-179
| Closed | -$1K | – | 1098 |
|
|
2022
Q3 | $1K | Buy |
+179
| New | +$1K | ﹤0.01% | 954 |
|
|
2020
Q1 | – | Sell |
-687
| Closed | -$5K | – | 852 |
|
|
2019
Q4 | $5K | Buy |
687
+617
| +881% | +$4.49K | ﹤0.01% | 652 |
|
|
2019
Q3 | $0 | Hold |
70
| – | – | ﹤0.01% | 950 |
|
|
2019
Q2 | $0 | Buy |
+70
| New | – | ﹤0.01% | 929 |
|