Yorktown Management & Research Company’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-33,000
| Closed | -$281K | – | 388 |
|
|
2018
Q1 | $281K | Hold |
33,000
| – | – | 0.08% | 297 |
|
|
2017
Q4 | $287K | Hold |
33,000
| – | – | 0.08% | 309 |
|
|
2017
Q3 | $254K | Hold |
33,000
| – | – | 0.07% | 312 |
|
|
2017
Q2 | $259K | Hold |
33,000
| – | – | 0.08% | 216 |
|
|
2017
Q1 | $239K | Hold |
33,000
| – | – | 0.06% | 280 |
|
|
2016
Q4 | $252K | Buy |
33,000
+17,000
| +106% | +$130K | 0.06% | 248 |
|
|
2016
Q3 | $108K | Hold |
16,000
| – | – | 0.02% | 288 |
|
|
2016
Q2 | $92K | Hold |
16,000
| – | – | 0.02% | 300 |
|
|
2016
Q1 | $96K | Buy |
+16,000
| New | +$96K | 0.02% | 357 |
|