Atlas Capital Advisors’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 | $380K | Sell |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $158K | Hold |
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|
2021
Q3 | $164K | Buy |
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|
2021
Q2 | $151K | Buy |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $123K | Sell |
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|
2020
Q3 | $128K | Sell |
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|
2020
Q2 | $277K | Hold |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $138K | Sell |
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|
2019
Q1 | $152K | Sell |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $388K | Hold |
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|
2018
Q2 | $371K | Buy |
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|
2018
Q1 | $209K | Buy |
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