Anderson Hoagland & Co’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 | $11.9M | Sell |
788,850
-43,007
| -5% | -$650K | 1.14% | 24 |
|
|
2025
Q1 | $10.2M | Sell |
831,857
-8,243
| -1% | -$101K | 1.21% | 24 |
|
|
2024
Q4 | $12.3M | Sell |
840,100
-10,785
| -1% | -$158K | 1.27% | 20 |
|
|
2024
Q3 | $11M | Sell |
850,885
-8,037
| -0.9% | -$104K | 1.12% | 25 |
|
|
2024
Q2 | $11.8M | Sell |
858,922
-639
| -0.1% | -$8.77K | 1.24% | 22 |
|
|
2024
Q1 | $9.92M | Buy |
859,561
+28,814
| +3% | +$333K | 1.11% | 27 |
|
|
2023
Q4 | $8.18M | Buy |
830,747
+2,110
| +0.3% | +$20.8K | 1% | 31 |
|
|
2023
Q3 | $8.16M | Buy |
828,637
+315,394
| +61% | +$3.11M | 1.09% | 26 |
|
|
2023
Q2 | $4.41M | Hold |
513,243
| – | – | 0.57% | 42 |
|
|
2023
Q1 | $4.11M | Buy |
513,243
+6,830
| +1% | +$54.6K | 0.59% | 45 |
|
|
2022
Q4 | $4.31M | Buy |
506,413
+69,815
| +16% | +$594K | 0.63% | 42 |
|
|
2022
Q3 | $2.4M | Buy |
436,598
+1,050
| +0.2% | +$5.77K | 0.38% | 70 |
|
|
2022
Q2 | $2.58M | Hold |
435,548
| – | – | 0.39% | 65 |
|
|
2022
Q1 | $2.73M | Sell |
435,548
-3,900
| -0.9% | -$24.5K | 0.35% | 66 |
|
|
2021
Q4 | $3.17M | Buy |
439,448
+4,896
| +1% | +$35.3K | 0.42% | 59 |
|
|
2021
Q3 | $3.05M | Sell |
434,552
-4,122
| -0.9% | -$28.9K | 0.39% | 66 |
|
|
2021
Q2 | $3.02M | Buy |
438,674
+25,914
| +6% | +$179K | 0.38% | 64 |
|
|
2021
Q1 | $2.99M | Buy |
412,760
+5,150
| +1% | +$37.3K | 0.42% | 63 |
|
|
2020
Q4 | $2.52M | Buy |
407,610
+207,875
| +104% | +$1.28M | 0.4% | 64 |
|
|
2020
Q3 | $1.12M | Buy |
199,735
+12,485
| +7% | +$70.2K | 0.54% | 50 |
|
|
2020
Q2 | $1.05M | Buy |
187,250
+48,675
| +35% | +$273K | 0.5% | 55 |
|
|
2020
Q1 | $722K | Buy |
138,575
+16,700
| +14% | +$87K | 0.45% | 58 |
|
|
2019
Q4 | $891K | Buy |
+121,875
| New | +$891K | 0.5% | 59 |
|