Advisors Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
82,101
+14,867
| +22% | +$225K | 0.02% | 710 |
|
|
2025
Q1 | $1.04M | Buy |
67,234
+2,699
| +4% | +$41.7K | 0.02% | 738 |
|
|
2024
Q4 | $935K | Buy |
64,535
+5,678
| +10% | +$82.3K | 0.02% | 758 |
|
|
2024
Q3 | $743K | Buy |
58,857
+7,139
| +14% | +$90.2K | 0.01% | 809 |
|
|
2024
Q2 | $694K | Buy |
51,718
+11,406
| +28% | +$153K | 0.01% | 815 |
|
|
2024
Q1 | $474K | Buy |
40,312
+6,996
| +21% | +$82.3K | 0.01% | 922 |
|
|
2023
Q4 | $322K | Sell |
33,316
-1,659
| -5% | -$16.1K | 0.01% | 1016 |
|
|
2023
Q3 | $345K | Sell |
34,975
-3,326
| -9% | -$32.8K | 0.01% | 998 |
|
|
2023
Q2 | $329K | Sell |
38,301
-43,931
| -53% | -$378K | 0.01% | 1028 |
|
|
2023
Q1 | $658K | Sell |
82,232
-3,022
| -4% | -$24.2K | 0.01% | 871 |
|
|
2022
Q4 | $684K | Sell |
85,254
-29,051
| -25% | -$233K | 0.01% | 867 |
|
|
2022
Q3 | $629K | Sell |
114,305
-8,494
| -7% | -$46.7K | 0.01% | 874 |
|
|
2022
Q2 | $725K | Sell |
122,799
-26,656
| -18% | -$157K | 0.01% | 844 |
|
|
2022
Q1 | $937K | Buy |
149,455
+45,908
| +44% | +$288K | 0.01% | 827 |
|
|
2021
Q4 | $703K | Buy |
103,547
+15,575
| +18% | +$106K | 0.01% | 911 |
|
|
2021
Q3 | $617K | Buy |
87,972
+29,681
| +51% | +$208K | 0.01% | 942 |
|
|
2021
Q2 | $402K | Sell |
58,291
-14,679
| -20% | -$101K | 0.01% | 1067 |
|
|
2021
Q1 | $529K | Sell |
72,970
-9,593
| -12% | -$69.5K | 0.01% | 1002 |
|
|
2020
Q4 | $509K | Sell |
82,563
-52,342
| -39% | -$323K | 0.01% | 961 |
|
|
2020
Q3 | $754K | Sell |
134,905
-39,015
| -22% | -$218K | 0.01% | 795 |
|
|
2020
Q2 | $977K | Sell |
173,920
-41,200
| -19% | -$231K | 0.02% | 699 |
|
|
2020
Q1 | $1.03M | Sell |
215,120
-8,425
| -4% | -$40.3K | 0.02% | 608 |
|
|
2019
Q4 | $1.66M | Sell |
223,545
-15,694
| -7% | -$116K | 0.03% | 597 |
|
|
2019
Q3 | $1.64M | Sell |
239,239
-15,875
| -6% | -$109K | 0.03% | 591 |
|
|
2019
Q2 | $1.8M | Sell |
255,114
-7,283
| -3% | -$51.4K | 0.03% | 584 |
|
|
2019
Q1 | $1.85M | Sell |
262,397
-27,199
| -9% | -$191K | 0.03% | 593 |
|
|
2018
Q4 | $1.89M | Sell |
289,596
-23,835
| -8% | -$155K | 0.04% | 532 |
|
|
2018
Q3 | $2.52M | Sell |
313,431
-11,948
| -4% | -$95.9K | 0.04% | 519 |
|
|
2018
Q2 | $2.53M | Buy |
325,379
+5,995
| +2% | +$46.6K | 0.04% | 515 |
|
|
2018
Q1 | $2.78M | Buy |
319,384
+9,095
| +3% | +$79.2K | 0.05% | 503 |
|
|
2017
Q4 | $2.7M | Buy |
310,289
+10,549
| +4% | +$91.7K | 0.04% | 527 |
|
|
2017
Q3 | $2.31M | Sell |
299,740
-23,255
| -7% | -$179K | 0.04% | 572 |
|
|
2017
Q2 | $2.54M | Sell |
322,995
-5,319
| -2% | -$41.8K | 0.04% | 542 |
|
|
2017
Q1 | $2.38M | Sell |
328,314
-53,795
| -14% | -$390K | 0.04% | 569 |
|
|
2016
Q4 | $2.92M | Sell |
382,109
-26,750
| -7% | -$204K | 0.05% | 506 |
|
|
2016
Q3 | $2.76M | Sell |
408,859
-16,747
| -4% | -$113K | 0.05% | 522 |
|
|
2016
Q2 | $2.43M | Buy |
425,606
+17,909
| +4% | +$102K | 0.04% | 590 |
|
|
2016
Q1 | $2.45M | Buy |
407,697
+20,591
| +5% | +$124K | 0.04% | 580 |
|
|
2015
Q4 | $2.94M | Buy |
387,106
+1,889
| +0.5% | +$14.3K | 0.05% | 535 |
|
|
2015
Q3 | $2.94M | Sell |
385,217
-43,215
| -10% | -$330K | 0.05% | 520 |
|
|
2015
Q2 | $3.81M | Buy |
428,432
+20,462
| +5% | +$182K | 0.05% | 474 |
|
|
2015
Q1 | $3.16M | Buy |
407,970
+32,762
| +9% | +$254K | 0.04% | 509 |
|
|
2014
Q4 | $2.73M | Buy |
375,208
+31,947
| +9% | +$233K | 0.04% | 537 |
|
|
2014
Q3 | $2.82M | Buy |
343,261
+54,487
| +19% | +$447K | 0.04% | 490 |
|
|
2014
Q2 | $2.45M | Buy |
288,774
+79,750
| +38% | +$676K | 0.03% | 534 |
|
|
2014
Q1 | $1.81M | Buy |
209,024
+51,561
| +33% | +$446K | 0.03% | 575 |
|
|
2013
Q4 | $1.65M | Buy |
157,463
+22,535
| +17% | +$236K | 0.03% | 569 |
|
|
2013
Q3 | $1.31M | Buy |
134,928
+19,153
| +17% | +$186K | 0.02% | 600 |
|
|
2013
Q2 | $1.07M | Buy |
+115,775
| New | +$1.07M | 0.02% | 623 |
|