Whittier Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-195
| Closed | -$2.61K | – | 1579 |
|
|
2024
Q2 | $2.61K | Buy |
+195
| New | +$2.61K | ﹤0.01% | 1411 |
|
|
2020
Q3 | – | Sell |
-1,795
| Closed | -$10K | – | 1502 |
|
|
2020
Q2 | $10K | Hold |
1,795
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q1 | $8K | Buy |
1,795
+716
| +66% | +$3.19K | ﹤0.01% | 1145 |
|
|
2019
Q4 | $8K | Hold |
1,079
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q3 | $7K | Hold |
1,079
| – | – | ﹤0.01% | 1200 |
|
|
2019
Q2 | $8K | Hold |
1,079
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q1 | $8K | Sell |
1,079
-530
| -33% | -$3.93K | ﹤0.01% | 1092 |
|
|
2018
Q4 | $10K | Hold |
1,609
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q3 | $13K | Buy |
1,609
+1,079
| +204% | +$8.72K | ﹤0.01% | 1019 |
|
|
2018
Q2 | $4K | Sell |
530
-422
| -44% | -$3.19K | ﹤0.01% | 1123 |
|
|
2018
Q1 | $8K | Buy |
952
+422
| +80% | +$3.55K | ﹤0.01% | 1086 |
|
|
2017
Q4 | $5K | Sell |
530
-1,172
| -69% | -$11.1K | ﹤0.01% | 1127 |
|
|
2017
Q3 | $13K | Buy |
+1,702
| New | +$13K | ﹤0.01% | 986 |
|
|
2014
Q2 | – | Sell |
-5,750
| Closed | -$50K | – | 1065 |
|
|
2014
Q1 | $50K | Hold |
5,750
| – | – | ﹤0.01% | 657 |
|
|
2013
Q4 | $60K | Hold |
5,750
| – | – | ﹤0.01% | 634 |
|
|
2013
Q3 | $56K | Hold |
5,750
| – | – | ﹤0.01% | 648 |
|
|
2013
Q2 | $53K | Buy |
+5,750
| New | +$53K | ﹤0.01% | 649 |
|