Axa’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 | $121K | Hold |
8,000
| – | – | ﹤0.01% | 1100 |
|
|
2025
Q1 | $124K | Buy |
8,000
+648
| +9% | +$10K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $107K | Hold |
7,352
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q3 | $92.9K | Sell |
7,352
-1,848
| -20% | -$23.3K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $123K | Buy |
9,200
+2,081
| +29% | +$27.9K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $83.8K | Buy |
7,119
+1,302
| +22% | +$15.3K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $56.3K | Buy |
5,817
+1,222
| +27% | +$11.8K | ﹤0.01% | 1049 |
|
|
2023
Q3 | $45.3K | Sell |
4,595
-190
| -4% | -$1.87K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $41.2K | Hold |
4,785
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q1 | $38.3K | Sell |
4,785
-106
| -2% | -$848 | ﹤0.01% | 1092 |
|
|
2022
Q4 | $39.2K | Sell |
4,891
-620
| -11% | -$4.97K | ﹤0.01% | 1119 |
|
|
2022
Q3 | $30.3K | Buy |
+5,511
| New | +$30.3K | ﹤0.01% | 1120 |
|
|
2021
Q1 | – | Sell |
-4,953
| Closed | -$31K | – | 1322 |
|
|
2020
Q4 | $31K | Buy |
4,953
+295
| +6% | +$1.85K | ﹤0.01% | 1237 |
|
|
2020
Q3 | $26K | Buy |
+4,658
| New | +$26K | ﹤0.01% | 1246 |
|