United Services Automobile Association’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75,628
| Closed | -$534K | – | 1529 |
|
|
2019
Q2 | $534K | Sell |
75,628
-6,737
| -8% | -$47.6K | ﹤0.01% | 1595 |
|
|
2019
Q1 | $579K | Sell |
82,365
-5,883
| -7% | -$41.4K | ﹤0.01% | 1571 |
|
|
2018
Q4 | $574K | Sell |
88,248
-5,415
| -6% | -$35.2K | ﹤0.01% | 1494 |
|
|
2018
Q3 | $752K | Sell |
93,663
-32,201
| -26% | -$259K | ﹤0.01% | 1486 |
|
|
2018
Q2 | $978K | Buy |
125,864
+3,315
| +3% | +$25.8K | ﹤0.01% | 1380 |
|
|
2018
Q1 | $1.04M | Sell |
122,549
-9,807
| -7% | -$83.4K | ﹤0.01% | 1359 |
|
|
2017
Q4 | $1.15M | Buy |
132,356
+1,606
| +1% | +$14K | ﹤0.01% | 1182 |
|
|
2017
Q3 | $1.01M | Sell |
130,750
-498
| -0.4% | -$3.84K | ﹤0.01% | 1180 |
|
|
2017
Q2 | $1.03M | Buy |
+131,248
| New | +$1.03M | ﹤0.01% | 1146 |
|
|
2016
Q1 | – | Sell |
-97,008
| Closed | -$736K | – | 1336 |
|
|
2015
Q4 | $736K | Buy |
97,008
+1,752
| +2% | +$13.3K | ﹤0.01% | 1133 |
|
|
2015
Q3 | $727K | Buy |
95,256
+4,215
| +5% | +$32.2K | ﹤0.01% | 1118 |
|
|
2015
Q2 | $809K | Sell |
91,041
-1,686
| -2% | -$15K | ﹤0.01% | 1143 |
|
|
2015
Q1 | $718K | Buy |
92,727
+23,039
| +33% | +$178K | ﹤0.01% | 1153 |
|
|
2014
Q4 | $507K | Sell |
69,688
-10,780
| -13% | -$78.4K | ﹤0.01% | 1168 |
|
|
2014
Q3 | $660K | Sell |
80,468
-328
| -0.4% | -$2.69K | ﹤0.01% | 1128 |
|
|
2014
Q2 | $684K | Buy |
80,796
+32,205
| +66% | +$273K | ﹤0.01% | 1123 |
|
|
2014
Q1 | $420K | Buy |
48,591
+19,797
| +69% | +$171K | ﹤0.01% | 1158 |
|
|
2013
Q4 | $302K | Buy |
+28,794
| New | +$302K | ﹤0.01% | 1194 |
|