Aquatic Capital Management’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
Q1 | – | Sell |
-65,744
| Closed | -$953K | – | 1602 |
|
|
2024
Q4 | $953K | Sell |
65,744
-4,256
| -6% | -$61.7K | 0.03% | 561 |
|
|
2024
Q3 | $884K | Buy |
+70,000
| New | +$884K | 0.02% | 525 |
|
|
2024
Q2 | – | Sell |
-66,800
| Closed | -$786K | – | 1568 |
|
|
2024
Q1 | $786K | Sell |
66,800
-59,000
| -47% | -$694K | 0.03% | 440 |
|
|
2023
Q4 | $1.22M | Buy |
125,800
+104,700
| +496% | +$1.01M | 0.03% | 436 |
|
|
2023
Q3 | $208K | Buy |
+21,100
| New | +$208K | 0.01% | 666 |
|
|
2022
Q4 | – | Sell |
-8,500
| Closed | -$47K | – | 1790 |
|
|
2022
Q3 | $47K | Buy |
8,500
+4,200
| +98% | +$23.2K | ﹤0.01% | 888 |
|
|
2022
Q2 | $25K | Buy |
4,300
+2,100
| +95% | +$12.2K | 0.01% | 800 |
|
|
2022
Q1 | $14K | Sell |
2,200
-1,500
| -41% | -$9.55K | 0.02% | 590 |
|
|
2021
Q4 | $25K | Buy |
+3,700
| New | +$25K | 0.05% | 532 |
|