Ameriprise’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
201,936
+5,616
| +3% | +$84.9K | ﹤0.01% | 2697 |
|
|
2025
Q1 | $3.03M | Buy |
196,320
+884
| +0.5% | +$13.6K | ﹤0.01% | 2654 |
|
|
2024
Q4 | $2.83M | Sell |
195,436
-5,437
| -3% | -$78.8K | ﹤0.01% | 2711 |
|
|
2024
Q3 | $2.54M | Buy |
200,873
+7,158
| +4% | +$90.4K | ﹤0.01% | 2780 |
|
|
2024
Q2 | $2.6M | Sell |
193,715
-1,823
| -0.9% | -$24.4K | ﹤0.01% | 2744 |
|
|
2024
Q1 | $2.3M | Sell |
195,538
-1,077
| -0.5% | -$12.7K | ﹤0.01% | 2800 |
|
|
2023
Q4 | $1.9M | Sell |
196,615
-1,037
| -0.5% | -$10K | ﹤0.01% | 2896 |
|
|
2023
Q3 | $1.95M | Sell |
197,652
-628
| -0.3% | -$6.19K | ﹤0.01% | 2828 |
|
|
2023
Q2 | $1.71M | Sell |
198,280
-931
| -0.5% | -$8.01K | ﹤0.01% | 2954 |
|
|
2023
Q1 | $1.59M | Buy |
199,211
+2,448
| +1% | +$19.6K | ﹤0.01% | 2938 |
|
|
2022
Q4 | $1.58M | Sell |
196,763
-82,876
| -30% | -$665K | ﹤0.01% | 2914 |
|
|
2022
Q3 | $1.54M | Buy |
279,639
+39,925
| +17% | +$220K | ﹤0.01% | 2898 |
|
|
2022
Q2 | $1.42M | Sell |
239,714
-150,255
| -39% | -$887K | ﹤0.01% | 2966 |
|
|
2022
Q1 | $2.45M | Buy |
389,969
+104,339
| +37% | +$654K | ﹤0.01% | 2817 |
|
|
2021
Q4 | $1.94M | Sell |
285,630
-10,962
| -4% | -$74.5K | ﹤0.01% | 2969 |
|
|
2021
Q3 | $2.08M | Sell |
296,592
-303,046
| -51% | -$2.13M | ﹤0.01% | 2855 |
|
|
2021
Q2 | $4.13M | Buy |
599,638
+17,715
| +3% | +$122K | ﹤0.01% | 2582 |
|
|
2021
Q1 | $4.22M | Sell |
581,923
-88,408
| -13% | -$641K | ﹤0.01% | 2492 |
|
|
2020
Q4 | $4.14M | Sell |
670,331
-81,280
| -11% | -$501K | ﹤0.01% | 2398 |
|
|
2020
Q3 | $4.2M | Buy |
751,611
+205,221
| +38% | +$1.15M | ﹤0.01% | 2207 |
|
|
2020
Q2 | $3.07M | Sell |
546,390
-20,519
| -4% | -$115K | ﹤0.01% | 2385 |
|
|
2020
Q1 | $2.71M | Sell |
566,909
-213,730
| -27% | -$1.02M | ﹤0.01% | 2311 |
|
|
2019
Q4 | $5.78M | Buy |
780,639
+234,300
| +43% | +$1.73M | ﹤0.01% | 2148 |
|
|
2019
Q3 | $3.74M | Sell |
546,339
-37,157
| -6% | -$254K | ﹤0.01% | 2365 |
|
|
2019
Q2 | $4.12M | Sell |
583,496
-7,224
| -1% | -$51K | ﹤0.01% | 2354 |
|
|
2019
Q1 | $4.15M | Buy |
590,720
+19,932
| +3% | +$140K | ﹤0.01% | 2337 |
|
|
2018
Q4 | $3.73M | Sell |
570,788
-84,543
| -13% | -$553K | ﹤0.01% | 2316 |
|
|
2018
Q3 | $5.26M | Buy |
655,331
+55,030
| +9% | +$442K | ﹤0.01% | 2304 |
|
|
2018
Q2 | $4.66M | Buy |
600,301
+41,730
| +7% | +$324K | ﹤0.01% | 2293 |
|
|
2018
Q1 | $4.75M | Buy |
558,571
+20,538
| +4% | +$174K | ﹤0.01% | 2210 |
|
|
2017
Q4 | $4.68M | Buy |
538,033
+26,489
| +5% | +$230K | ﹤0.01% | 2187 |
|
|
2017
Q3 | $3.94M | Buy |
511,544
+31,880
| +7% | +$246K | ﹤0.01% | 2256 |
|
|
2017
Q2 | $3.77M | Buy |
479,664
+32,580
| +7% | +$256K | ﹤0.01% | 2281 |
|
|
2017
Q1 | $3.24M | Buy |
447,084
+10,331
| +2% | +$74.9K | ﹤0.01% | 2331 |
|
|
2016
Q4 | $3.34M | Buy |
436,753
+9,508
| +2% | +$72.6K | ﹤0.01% | 2357 |
|
|
2016
Q3 | $2.88M | Buy |
427,245
+37,433
| +10% | +$253K | ﹤0.01% | 2373 |
|
|
2016
Q2 | $2.23M | Sell |
389,812
-2,445
| -0.6% | -$14K | ﹤0.01% | 2468 |
|
|
2016
Q1 | $2.36M | Sell |
392,257
-57,039
| -13% | -$343K | ﹤0.01% | 2419 |
|
|
2015
Q4 | $3.4M | Buy |
449,296
+39,247
| +10% | +$297K | ﹤0.01% | 2294 |
|
|
2015
Q3 | $3.12M | Buy |
410,049
+56,739
| +16% | +$432K | ﹤0.01% | 2328 |
|
|
2015
Q2 | $3.14M | Buy |
353,310
+37,960
| +12% | +$338K | ﹤0.01% | 2446 |
|
|
2015
Q1 | $2.43M | Buy |
315,350
+62,375
| +25% | +$481K | ﹤0.01% | 2492 |
|
|
2014
Q4 | $1.85M | Buy |
252,975
+199,983
| +377% | +$1.46M | ﹤0.01% | 2597 |
|
|
2014
Q3 | $437K | Buy |
52,992
+12,548
| +31% | +$103K | ﹤0.01% | 3087 |
|
|
2014
Q2 | $343K | Buy |
40,444
+9,319
| +30% | +$79K | ﹤0.01% | 3113 |
|
|
2014
Q1 | $270K | Sell |
31,125
-4,998
| -14% | -$43.4K | ﹤0.01% | 3143 |
|
|
2013
Q4 | $379K | Buy |
36,123
+2,637
| +8% | +$27.7K | ﹤0.01% | 2943 |
|
|
2013
Q3 | $326K | Buy |
33,486
+2,749
| +9% | +$26.8K | ﹤0.01% | 3001 |
|
|
2013
Q2 | $287K | Buy |
+30,737
| New | +$287K | ﹤0.01% | 2965 |
|