Atria Investments’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 | $801K | Buy |
53,017
+5,473
| +12% | +$82.7K | 0.01% | 1160 |
|
|
2025
Q1 | $735K | Buy |
47,544
+8,227
| +21% | +$127K | 0.01% | 1137 |
|
|
2024
Q4 | $570K | Sell |
39,317
-12,755
| -24% | -$185K | 0.01% | 1259 |
|
|
2024
Q3 | $658K | Sell |
52,072
-18,712
| -26% | -$236K | 0.01% | 1193 |
|
|
2024
Q2 | $949K | Buy |
+70,784
| New | +$949K | 0.01% | 960 |
|
|
2022
Q2 | – | Sell |
-165,376
| Closed | -$1.04M | – | 863 |
|
|
2022
Q1 | $1.04M | Sell |
165,376
-7,476
| -4% | -$46.9K | 0.02% | 840 |
|
|
2021
Q4 | $1.17M | Buy |
+172,852
| New | +$1.17M | 0.02% | 768 |
|
|
2020
Q2 | – | Sell |
-46,868
| Closed | -$224K | – | 730 |
|
|
2020
Q1 | $224K | Buy |
46,868
+13,784
| +42% | +$65.9K | 0.02% | 503 |
|
|
2019
Q4 | $245K | Buy |
+33,084
| New | +$245K | 0.01% | 1058 |
|
|
2019
Q3 | – | Sell |
-31,253
| Closed | -$203K | – | 955 |
|
|
2019
Q2 | $203K | Buy |
31,253
+8,945
| +40% | +$58.1K | 0.01% | 907 |
|
|
2019
Q1 | $157K | Buy |
22,308
+3,544
| +19% | +$24.9K | 0.01% | 891 |
|
|
2018
Q4 | $122K | Sell |
18,764
-18,435
| -50% | -$120K | 0.01% | 850 |
|
|
2018
Q3 | $299K | Sell |
37,199
-9,405
| -20% | -$75.6K | 0.01% | 768 |
|
|
2018
Q2 | $362K | Sell |
46,604
-304
| -0.6% | -$2.36K | 0.02% | 675 |
|
|
2018
Q1 | $399K | Buy |
46,908
+3,479
| +8% | +$29.6K | 0.02% | 585 |
|
|
2017
Q4 | $377K | Buy |
43,429
+20,147
| +87% | +$175K | 0.02% | 569 |
|
|
2017
Q3 | $180K | Buy |
23,282
+4,569
| +24% | +$35.3K | 0.01% | 755 |
|
|
2017
Q2 | $147K | Buy |
18,713
+8,549
| +84% | +$67.2K | 0.01% | 725 |
|
|
2017
Q1 | $74K | Sell |
10,164
-937
| -8% | -$6.82K | ﹤0.01% | 672 |
|
|
2016
Q4 | $85K | Buy |
11,101
+942
| +9% | +$7.21K | 0.01% | 622 |
|
|
2016
Q3 | $69K | Sell |
10,159
-4,761
| -32% | -$32.3K | 0.01% | 540 |
|
|
2016
Q2 | $82K | Sell |
14,920
-1,072
| -7% | -$5.89K | 0.01% | 461 |
|
|
2016
Q1 | $96K | Sell |
15,992
-1,834
| -10% | -$11K | 0.01% | 434 |
|
|
2015
Q4 | $127K | Buy |
17,826
+2,403
| +16% | +$17.1K | 0.01% | 388 |
|
|
2015
Q3 | $118K | Sell |
15,423
-3,721
| -19% | -$28.5K | 0.02% | 336 |
|
|
2015
Q2 | $170K | Sell |
19,144
-2,325
| -11% | -$20.6K | 0.02% | 385 |
|
|
2015
Q1 | $166K | Buy |
+21,469
| New | +$166K | 0.02% | 390 |
|
|
2014
Q2 | – | Sell |
-76,031
| Closed | -$658K | – | 457 |
|
|
2014
Q1 | $658K | Buy |
76,031
+9,194
| +14% | +$79.6K | 0.07% | 242 |
|
|
2013
Q4 | $701K | Buy |
+66,837
| New | +$701K | 0.07% | 229 |
|