MORNINGSTAR INVESTMENT SERVICES LLC – Sumitomo Mitsui Financial Group, Inc. Transaction History
MORNINGSTAR INVESTMENT SERVICES LLC portfolio value:
$400,000
portfolio value
MORNINGSTAR INVESTMENT SERVICES LLC quarter portfolio value change:
-6.78%
quarter
Sumitomo Mitsui Financial Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.28% | 3.57K shares | -5K | $5.5 | 71.33K |
| Q2 2022 | share | Increase | +22.43% | 12.41K shares | 41K | $5.9 | 67.75K |
| Q1 2022 | share | Increase | +5.83% | 3.05K shares | 9K | $6.27 | 55.33K |
| Q4 2021 | share | Increase | +7.73% | 3.75K shares | 3K | $6.77 | 52.28K |
| Q3 2021 | share | Increase | +21.73% | 8.66K shares | 74K | $7.01 | 48.53K |
| Q2 2021 | share | Increase | +25.85% | 8.19K shares | 42K | $6.89 | 39.87K |
| Q1 2021 | share | Increase | +15.16% | 4.17K shares | 66K | $7.25 | 31.68K |
| Q4 2020 | share | Decrease | -40.72% | -18.89K shares | -96K | $6.17 | 27.51K |
| Q3 2020 | share | Decrease | -2.17% | -1.03K shares | -2K | $5.59 | 46.40K |
| Q2 2020 | share | Decrease | -5.22% | -2.61K shares | 13K | $5.45 | 47.43K |
| Q1 2020 | share | Decrease | -2.64% | -1.35K shares | -126K | $4.64 | 50.04K |
| Q4 2019 | share | Increase | +8.39% | 3.97K shares | 56K | $6.94 | 51.40K |
| Q3 2019 | share | Decrease | -9.43% | -4.93K shares | -45K | $6.4 | 47.42K |
| Q2 2019 | share | Increase | +23.20% | 9.86K shares | 71K | $6.45 | 52.36K |
| Q1 2019 | share | Decrease | -15.19% | -7.61K shares | -27K | $6.43 | 42.50K |
| Q4 2018 | share | Increase | +0.59% | 296 shares | -74K | $5.81 | 50.11K |
| Q3 2018 | share | Decrease | -5.39% | -2.83K shares | -9K | $7.16 | 49.81K |
| Q2 2018 | share | Increase | +7.29% | 3.57K shares | -8K | $6.8 | 52.65K |
| Q1 2018 | share | Increase | +12.94% | 5.62K shares | 39K | $7.44 | 49.08K |
| Q4 2017 | share | Increase | +15.52% | 5.84K shares | 88K | $7.47 | 43.45K |
| Q3 2017 | share | Increase | +15.85% | 5.14K shares | 35K | $6.62 | 37.61K |
| Q2 2017 | share | Increase | +29.59% | 7.41K shares | 73K | $6.63 | 32.47K |
| Q1 2017 | share | Increase | +32.58% | 6.15K shares | 38K | $6.12 | 25.05K |
| Q4 2016 | share | Increase | +0.04% | 8 shares | 16K | $6.33 | 18.9K |
| Q3 2016 | share | Decrease | -1.05% | -201 shares | 19K | $5.6 | 18.89K |
| Q2 2016 | share | Increase | 0.00% | 19.09K shares | 109K | $4.65 | 19.09K |