United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
80,185
-7,089
| -8% | -$107K | 0.01% | 534 |
|
|
2025
Q1 | $1.35M | Buy |
87,274
+541
| +0.6% | +$8.36K | 0.01% | 500 |
|
|
2024
Q4 | $1.26M | Buy |
86,733
+1,000
| +1% | +$14.5K | 0.01% | 503 |
|
|
2024
Q3 | $1.08M | Buy |
85,733
+2,013
| +2% | +$25.4K | 0.01% | 523 |
|
|
2024
Q2 | $1.12M | Buy |
83,720
+2,348
| +3% | +$31.5K | 0.01% | 500 |
|
|
2024
Q1 | $958K | Sell |
81,372
-8,442
| -9% | -$99.4K | 0.01% | 567 |
|
|
2023
Q4 | $869K | Buy |
+89,814
| New | +$869K | 0.01% | 584 |
|
|
2023
Q1 | – | Sell |
-10,530
| Closed | -$84.5K | – | 1054 |
|
|
2022
Q4 | $84.5K | Buy |
+10,530
| New | +$84.5K | ﹤0.01% | 1014 |
|
|
2020
Q1 | – | Sell |
-77,268
| Closed | -$573K | – | 1332 |
|
|
2019
Q4 | $573K | Buy |
+77,268
| New | +$573K | ﹤0.01% | 941 |
|
|
2019
Q3 | – | Sell |
-152,703
| Closed | -$1.08M | – | 1435 |
|
|
2019
Q2 | $1.08M | Buy |
152,703
+87,390
| +134% | +$617K | 0.01% | 781 |
|
|
2019
Q1 | $459K | Buy |
65,313
+6,164
| +10% | +$43.3K | ﹤0.01% | 997 |
|
|
2018
Q4 | $385K | Sell |
59,149
-11,662
| -16% | -$75.9K | ﹤0.01% | 986 |
|
|
2018
Q3 | $569K | Buy |
70,811
+9,530
| +16% | +$76.6K | ﹤0.01% | 935 |
|
|
2018
Q2 | $476K | Buy |
61,281
+12,740
| +26% | +$99K | ﹤0.01% | 955 |
|
|
2018
Q1 | $413K | Buy |
48,541
+8,489
| +21% | +$72.2K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $348K | Buy |
40,052
+10,527
| +36% | +$91.5K | ﹤0.01% | 1068 |
|
|
2017
Q3 | $228K | Sell |
29,525
-339,897
| -92% | -$2.62M | ﹤0.01% | 1201 |
|
|
2017
Q2 | $2.9M | Buy |
369,422
+100,657
| +37% | +$791K | 0.03% | 491 |
|
|
2017
Q1 | $1.95M | Buy |
268,765
+18,870
| +8% | +$137K | 0.02% | 577 |
|
|
2016
Q4 | $1.91M | Buy |
+249,895
| New | +$1.91M | 0.02% | 575 |
|
|
2016
Q3 | – | Sell |
-13,688
| Closed | -$82K | – | 1308 |
|
|
2016
Q2 | $82K | Sell |
13,688
-435
| -3% | -$2.61K | ﹤0.01% | 1224 |
|
|
2016
Q1 | $85K | Sell |
14,123
-79,079
| -85% | -$476K | ﹤0.01% | 1184 |
|
|
2015
Q4 | $707K | Sell |
93,202
-436
| -0.5% | -$3.31K | 0.01% | 786 |
|
|
2015
Q3 | $714K | Buy |
+93,638
| New | +$714K | 0.01% | 793 |
|
|
2015
Q2 | – | Sell |
-12,538
| Closed | -$110K | – | 1306 |
|
|
2015
Q1 | $110K | Buy |
+12,538
| New | +$110K | ﹤0.01% | 1220 |
|
|
2014
Q4 | – | Sell |
-12,729
| Closed | -$104K | – | 1189 |
|
|
2014
Q3 | $104K | Buy |
+12,729
| New | +$104K | ﹤0.01% | 1078 |
|
|
2014
Q2 | – | Sell |
-100,618
| Closed | -$870K | – | 909 |
|
|
2014
Q1 | $870K | Buy |
100,618
+21,282
| +27% | +$184K | 0.02% | 511 |
|
|
2013
Q4 | $832K | Buy |
+79,336
| New | +$832K | 0.03% | 357 |
|
|
2013
Q3 | – | Sell |
-13,895
| Closed | -$128K | – | 738 |
|
|
2013
Q2 | $128K | Buy |
+13,895
| New | +$128K | ﹤0.01% | 675 |
|