AssetMark Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $94.8K | Buy |
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|
2024
Q1 | $80.9K | Buy |
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|
2023
Q4 | $64.3K | Buy |
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|
2023
Q3 | $57.1K | Hold |
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|
2023
Q2 | $49.8K | Hold |
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|
2023
Q1 | $46.4K | Sell |
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|
2022
Q4 | $72.8K | Buy |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $27K | Sell |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $104K | Sell |
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|
2020
Q1 | $92K | Sell |
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|
2019
Q4 | $153K | Sell |
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|
2019
Q3 | $145K | Buy |
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|
2019
Q2 | $143K | Buy |
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|
2019
Q1 | $124K | Buy |
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|
2018
Q4 | $102K | Buy |
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|
2018
Q3 | $110K | Buy |
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|
2018
Q2 | $83K | Sell |
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|
2018
Q1 | $105K | Buy |
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|
2017
Q4 | $85K | Buy |
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|
2017
Q3 | $64K | Buy |
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|
2017
Q2 | $54K | Buy |
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|
2017
Q1 | $28K | Buy |
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|
2016
Q4 | $22K | Sell |
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|
2016
Q3 | $26K | Sell |
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|
2016
Q2 | $32K | Sell |
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|
2016
Q1 | $38K | Sell |
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|
2015
Q4 | $103K | Buy |
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