Advisornet Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-33
| Closed | -$638 | – | 2358 |
|
|
2025
Q4 | $638 | Hold |
33
| – | – | ﹤0.01% | 2062 |
|
|
2025
Q3 | $552 | Hold |
33
| – | – | ﹤0.01% | 2058 |
|
|
2025
Q2 | $499 | Hold |
33
| – | – | ﹤0.01% | 2057 |
|
|
2025
Q1 | $510 | Hold |
33
| – | – | ﹤0.01% | 1968 |
|
|
2024
Q4 | $478 | Hold |
33
| – | – | ﹤0.01% | 1786 |
|
|
2024
Q3 | $417 | Hold |
33
| – | – | ﹤0.01% | 2039 |
|
|
2024
Q2 | $443 | Hold |
33
| – | – | ﹤0.01% | 1954 |
|
|
2024
Q1 | $388 | Hold |
33
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q4 | $319 | Buy |
+33
| New | +$320 | ﹤0.01% | 2211 |
|
|
2022
Q2 | – | Sell |
-1,370
| Closed | -$9K | – | 2130 |
|
|
2022
Q1 | $9K | Sell |
1,370
-157
| -10% | -$1.12K | ﹤0.01% | 1481 |
|
|
2021
Q4 | $10K | Sell |
1,527
-1,345
| -47% | -$9.11K | ﹤0.01% | 1496 |
|
|
2021
Q3 | $20K | Hold |
2,872
| – | – | ﹤0.01% | 1256 |
|
|
2021
Q2 | $20K | Hold |
2,872
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q1 | $21K | Hold |
2,872
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q4 | $18K | Buy |
2,872
+235
| +9% | +$1.38K | ﹤0.01% | 1162 |
|
|
2020
Q3 | $15K | Buy |
+2,637
| New | +$15.1K | ﹤0.01% | 1177 |
|
|
2019
Q4 | – | Sell |
-1,732
| Closed | -$12K | – | 1977 |
|
|
2019
Q3 | $12K | Hold |
1,732
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q2 | $12K | Hold |
1,732
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q1 | $12K | Buy |
+1,732
| New | +$12.4K | ﹤0.01% | 1133 |
|
|
2018
Q4 | – | Sell |
-1,781
| Closed | -$14K | – | 1572 |
|
|
2018
Q3 | $14K | Sell |
1,781
-151
| -8% | -$1.19K | ﹤0.01% | 1043 |
|
|
2018
Q2 | $15K | Sell |
1,932
-35
| -2% | -$291 | ﹤0.01% | 1022 |
|
|
2018
Q1 | $17K | Hold |
1,967
| – | – | ﹤0.01% | 959 |
|
|
2017
Q4 | $17K | Buy |
+1,967
| New | +$15.9K | ﹤0.01% | 898 |
|
Other funds holding SMFG
CCMG
