WIS
Wright Investors Service’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,226
| Closed | -$120K | – | 159 |
|
|
2024
Q1 | $120K | Buy |
+10,226
| New | +$120K | 0.03% | 142 |
|
|
2018
Q1 | – | Sell |
-19,994
| Closed | -$174K | – | 209 |
|
|
2017
Q4 | $174K | Sell |
19,994
-21,915
| -52% | -$191K | 0.06% | 201 |
|
|
2017
Q3 | $323K | Buy |
41,909
+10,779
| +35% | +$83.1K | 0.12% | 173 |
|
|
2017
Q2 | $245K | Sell |
31,130
-48,980
| -61% | -$385K | 0.09% | 203 |
|
|
2017
Q1 | $581K | Buy |
80,110
+30,655
| +62% | +$222K | 0.24% | 130 |
|
|
2016
Q4 | $378K | Buy |
+49,455
| New | +$378K | 0.16% | 169 |
|
|
2016
Q1 | – | Sell |
-231,328
| Closed | -$1.76M | – | 244 |
|
|
2015
Q4 | $1.76M | Buy |
231,328
+755
| +0.3% | +$5.73K | 0.65% | 41 |
|
|
2015
Q3 | $1.76M | Buy |
230,573
+47,170
| +26% | +$360K | 0.8% | 31 |
|
|
2015
Q2 | $1.63M | Buy |
183,403
+94,090
| +105% | +$836K | 0.78% | 35 |
|
|
2015
Q1 | $691K | Sell |
89,313
-255
| -0.3% | -$1.97K | 0.33% | 101 |
|
|
2014
Q4 | $652K | Sell |
89,568
-485,732
| -84% | -$3.54M | 0.32% | 104 |
|
|
2014
Q3 | $4.72M | Sell |
575,300
-31,185
| -5% | -$256K | 2.33% | 3 |
|
|
2014
Q2 | $5.14M | Buy |
606,485
+154,265
| +34% | +$1.31M | 2.32% | 3 |
|
|
2014
Q1 | $3.91M | Sell |
452,220
-27,840
| -6% | -$241K | 1.76% | 10 |
|
|
2013
Q4 | $5.04M | Buy |
480,060
+116,600
| +32% | +$1.22M | 2.22% | 4 |
|
|
2013
Q3 | $3.54M | Sell |
363,460
-57,485
| -14% | -$559K | 1.6% | 11 |
|
|
2013
Q2 | $3.88M | Buy |
+420,945
| New | +$3.88M | 1.84% | 7 |
|