Atria Investments’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
Q3 | $711K | Sell |
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|
2025
Q2 | $801K | Buy |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $949K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Buy |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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|
2019
Q1 | $157K | Buy |
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|
2018
Q4 | $122K | Sell |
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|
2018
Q3 | $299K | Sell |
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|
2018
Q2 | $362K | Sell |
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|
2018
Q1 | $399K | Buy |
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|
2017
Q4 | $377K | Buy |
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|
2017
Q3 | $180K | Buy |
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|
2017
Q2 | $147K | Buy |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $85K | Buy |
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|
2016
Q3 | $69K | Sell |
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|
2016
Q2 | $82K | Sell |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $127K | Buy |
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|
2015
Q3 | $118K | Sell |
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|
2015
Q2 | $170K | Sell |
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|
2015
Q1 | $166K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $658K | Buy |
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|
2013
Q4 | $701K | Buy |
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