Forum Discussion
ShellarC
May 29, 2025Copper Contributor
Excel Sumifs
I need a formula to return how many shares of each stock I still own; Subtract # Sold from # Bought for each ticker and return the number remaining of each stock sorted by ticker. No return if the r...
- Jun 05, 2025
The only issue was, in your sample table, all "Units" amounts were entered as positive numbers, so all solutions were written to subtract "Sold" from "Bought"; however, in your actual Stocks.xlsx data table, "Sold" amounts were entered as negative numbers. Simply modify any one of the suggested formulas to add "Sold" to "Bought" instead of subtracting.
The GROUPBY method also becomes significantly easier:
=LET( grp, GROUPBY(M[Ticker],M[Units],SUM,0,0), FILTER(grp,TAKE(grp,,-1)>0) )
Or, to include stocks with a negative balance:
=LET( grp, GROUPBY(M[Ticker],M[Units],SUM,0,0), FILTER(grp,TAKE(grp,,-1)) )
Also, I noticed the "Trans" column contains some "Dividend" entries (aside from just "Bought" and "Sold"). If these entries were to have amounts in the "Units" column that needed to be excluded, you can filter them out using the optional [filter_array] argument:
=LET( grp, GROUPBY(M[Ticker],M[Units],SUM,0,0,,M[Trans]<>"Dividend"), FILTER(grp,TAKE(grp,,-1)>0) )
Cheers!
ShellarC
Jun 05, 2025Copper Contributor
Thanks so much to everyone who contributed. There were several different formulas offered and they all returned the correct results. This was very helpful and will give me lots to study and learn as it is all new to me and, needless to say, a bit overwhelming. BRAVO