AssetMark Inc’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 | $889K | Buy |
58,805
+28,217
| +92% | +$426K | ﹤0.01% | 950 |
|
|
2025
Q1 | $473K | Buy |
30,588
+11,847
| +63% | +$183K | ﹤0.01% | 996 |
|
|
2024
Q4 | $272K | Buy |
18,741
+10,003
| +114% | +$145K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $110K | Buy |
8,738
+1,669
| +24% | +$21.1K | ﹤0.01% | 1134 |
|
|
2024
Q2 | $94.8K | Buy |
7,069
+196
| +3% | +$2.63K | ﹤0.01% | 1117 |
|
|
2024
Q1 | $80.9K | Buy |
6,873
+232
| +3% | +$2.73K | ﹤0.01% | 1075 |
|
|
2023
Q4 | $64.3K | Buy |
6,641
+847
| +15% | +$8.2K | ﹤0.01% | 1110 |
|
|
2023
Q3 | $57.1K | Hold |
5,794
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q2 | $49.8K | Hold |
5,794
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q1 | $46.4K | Sell |
5,794
-3,287
| -36% | -$26.3K | ﹤0.01% | 1047 |
|
|
2022
Q4 | $72.8K | Buy |
9,081
+5,090
| +128% | +$40.8K | ﹤0.01% | 965 |
|
|
2022
Q3 | $22K | Hold |
3,991
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q2 | $24K | Sell |
3,991
-3,411
| -46% | -$20.5K | ﹤0.01% | 1087 |
|
|
2022
Q1 | $46K | Buy |
7,402
+3,411
| +85% | +$21.2K | ﹤0.01% | 938 |
|
|
2021
Q4 | $27K | Hold |
3,991
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q3 | $28K | Hold |
3,991
| – | – | ﹤0.01% | 891 |
|
|
2021
Q2 | $27K | Sell |
3,991
-65
| -2% | -$440 | ﹤0.01% | 858 |
|
|
2021
Q1 | $29K | Buy |
4,056
+489
| +14% | +$3.5K | ﹤0.01% | 816 |
|
|
2020
Q4 | $22K | Sell |
3,567
-17,248
| -83% | -$106K | ﹤0.01% | 837 |
|
|
2020
Q3 | $116K | Buy |
20,815
+2,358
| +13% | +$13.1K | ﹤0.01% | 577 |
|
|
2020
Q2 | $104K | Sell |
18,457
-696
| -4% | -$3.92K | ﹤0.01% | 578 |
|
|
2020
Q1 | $92K | Sell |
19,153
-1,483
| -7% | -$7.12K | ﹤0.01% | 584 |
|
|
2019
Q4 | $153K | Sell |
20,636
-542
| -3% | -$4.02K | ﹤0.01% | 571 |
|
|
2019
Q3 | $145K | Buy |
21,178
+898
| +4% | +$6.15K | ﹤0.01% | 551 |
|
|
2019
Q2 | $143K | Buy |
20,280
+2,645
| +15% | +$18.7K | ﹤0.01% | 528 |
|
|
2019
Q1 | $124K | Buy |
17,635
+2,012
| +13% | +$14.1K | ﹤0.01% | 536 |
|
|
2018
Q4 | $102K | Buy |
15,623
+1,932
| +14% | +$12.6K | ﹤0.01% | 556 |
|
|
2018
Q3 | $110K | Buy |
13,691
+3,003
| +28% | +$24.1K | ﹤0.01% | 564 |
|
|
2018
Q2 | $83K | Sell |
10,688
-1,640
| -13% | -$12.7K | ﹤0.01% | 608 |
|
|
2018
Q1 | $105K | Buy |
12,328
+2,532
| +26% | +$21.6K | ﹤0.01% | 571 |
|
|
2017
Q4 | $85K | Buy |
9,796
+1,531
| +19% | +$13.3K | ﹤0.01% | 644 |
|
|
2017
Q3 | $64K | Buy |
8,265
+1,436
| +21% | +$11.1K | ﹤0.01% | 646 |
|
|
2017
Q2 | $54K | Buy |
6,829
+3,028
| +80% | +$23.9K | ﹤0.01% | 664 |
|
|
2017
Q1 | $28K | Buy |
3,801
+893
| +31% | +$6.58K | ﹤0.01% | 788 |
|
|
2016
Q4 | $22K | Sell |
2,908
-902
| -24% | -$6.82K | ﹤0.01% | 832 |
|
|
2016
Q3 | $26K | Sell |
3,810
-1,806
| -32% | -$12.3K | ﹤0.01% | 802 |
|
|
2016
Q2 | $32K | Sell |
5,616
-712
| -11% | -$4.06K | ﹤0.01% | 729 |
|
|
2016
Q1 | $38K | Sell |
6,328
-7,249
| -53% | -$43.5K | ﹤0.01% | 626 |
|
|
2015
Q4 | $103K | Buy |
+13,577
| New | +$103K | ﹤0.01% | 500 |
|