XY Capital’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
Q4 | – | Sell |
-92,052
| Closed | -$1.16M | – | 100 |
|
|
2024
Q3 | $1.16M | Sell |
92,052
-19,443
| -17% | -$246K | 0.4% | 21 |
|
|
2024
Q2 | $1.5M | Buy |
+111,495
| New | +$1.5M | 0.94% | 11 |
|
|
2024
Q1 | – | Sell |
-763,968
| Closed | -$7.4M | – | 57 |
|
|
2023
Q4 | $7.4M | Buy |
763,968
+85,984
| +13% | +$832K | 4.32% | 8 |
|
|
2023
Q3 | $6.68M | Buy |
+677,984
| New | +$6.68M | 3.83% | 4 |
|
|
2023
Q2 | – | Sell |
-743,782
| Closed | -$5.95M | – | 79 |
|
|
2023
Q1 | $5.95M | Buy |
743,782
+620,030
| +501% | +$4.96M | 2.32% | 6 |
|
|
2022
Q4 | $992K | Buy |
+123,752
| New | +$992K | 0.65% | 24 |
|