Atlas Capital Advisors’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 | $380K | Sell |
25,151
-6,170
| -20% | -$93.2K | 0.05% | 296 |
|
|
2025
Q1 | $484K | Buy |
31,321
+342
| +1% | +$5.29K | 0.06% | 267 |
|
|
2024
Q4 | $449K | Sell |
30,979
-489
| -2% | -$7.09K | 0.06% | 259 |
|
|
2024
Q3 | $397K | Sell |
31,468
-154
| -0.5% | -$1.95K | 0.06% | 266 |
|
|
2024
Q2 | $424K | Buy |
31,622
+4,233
| +15% | +$56.8K | 0.06% | 254 |
|
|
2024
Q1 | $322K | Sell |
27,389
-639
| -2% | -$7.52K | 0.05% | 291 |
|
|
2023
Q4 | $271K | Hold |
28,028
| – | – | 0.04% | 318 |
|
|
2023
Q3 | $276K | Hold |
28,028
| – | – | 0.05% | 292 |
|
|
2023
Q2 | $241K | Sell |
28,028
-1,944
| -6% | -$16.7K | 0.04% | 331 |
|
|
2023
Q1 | $240K | Hold |
29,972
| – | – | 0.04% | 324 |
|
|
2022
Q4 | $240K | Sell |
29,972
-16,195
| -35% | -$130K | 0.04% | 311 |
|
|
2022
Q3 | $254K | Hold |
46,167
| – | – | 0.05% | 301 |
|
|
2022
Q2 | $272K | Buy |
46,167
+20,717
| +81% | +$122K | 0.05% | 307 |
|
|
2022
Q1 | $160K | Buy |
25,450
+2,124
| +9% | +$13.3K | 0.02% | 396 |
|
|
2021
Q4 | $158K | Hold |
23,326
| – | – | 0.02% | 391 |
|
|
2021
Q3 | $164K | Buy |
23,326
+1,482
| +7% | +$10.4K | 0.03% | 374 |
|
|
2021
Q2 | $151K | Buy |
21,844
+1,892
| +9% | +$13K | 0.03% | 400 |
|
|
2021
Q1 | $145K | Hold |
19,952
| – | – | 0.03% | 367 |
|
|
2020
Q4 | $123K | Sell |
19,952
-3,025
| -13% | -$18.7K | 0.03% | 368 |
|
|
2020
Q3 | $128K | Sell |
22,977
-26,270
| -53% | -$147K | 0.03% | 303 |
|
|
2020
Q2 | $277K | Hold |
49,247
| – | – | 0.06% | 265 |
|
|
2020
Q1 | $236K | Buy |
49,247
+21,162
| +75% | +$101K | 0.07% | 244 |
|
|
2019
Q4 | $208K | Sell |
28,085
-19,546
| -41% | -$145K | 0.05% | 312 |
|
|
2019
Q3 | $326K | Buy |
47,631
+28,085
| +144% | +$192K | 0.1% | 252 |
|
|
2019
Q2 | $138K | Sell |
19,546
-2,024
| -9% | -$14.3K | 0.05% | 358 |
|
|
2019
Q1 | $152K | Sell |
21,570
-9,786
| -31% | -$68.8K | 0.05% | 305 |
|
|
2018
Q4 | $204K | Sell |
31,356
-16,860
| -35% | -$110K | 0.08% | 253 |
|
|
2018
Q3 | $388K | Hold |
48,216
| – | – | 0.13% | 206 |
|
|
2018
Q2 | $371K | Buy |
48,216
+23,600
| +96% | +$181K | 0.13% | 199 |
|
|
2018
Q1 | $209K | Buy |
+24,616
| New | +$209K | 0.06% | 280 |
|