Ballentine Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.44M | Buy |
73,013
+2,236
| +3% | +$47K | 0.02% | 271 |
|
|
2025
Q4 | $1.37M | Buy |
70,777
+1,444
| +2% | +$25K | 0.02% | 263 |
|
|
2025
Q3 | $1.16M | Sell |
69,333
-1,553
| -2% | -$24.9K | 0.02% | 297 |
|
|
2025
Q2 | $1.07M | Buy |
70,886
+1,474
| +2% | +$21.2K | 0.02% | 305 |
|
|
2025
Q1 | $1.07M | Buy |
69,412
+7,829
| +13% | +$119K | 0.02% | 278 |
|
|
2024
Q4 | $892K | Buy |
61,583
+5,972
| +11% | +$82K | 0.02% | 313 |
|
|
2024
Q3 | $702K | Sell |
55,611
-320
| -0.6% | -$4.23K | 0.01% | 350 |
|
|
2024
Q2 | $750K | Buy |
55,931
+2,551
| +5% | +$30.9K | 0.01% | 321 |
|
|
2024
Q1 | $628K | Buy |
53,380
+6,997
| +15% | +$75.1K | 0.01% | 343 |
|
|
2023
Q4 | $449K | Buy |
46,383
+9,929
| +27% | +$96.3K | 0.01% | 394 |
|
|
2023
Q3 | $359K | Buy |
36,454
+1,720
| +5% | +$15.9K | 0.01% | 395 |
|
|
2023
Q2 | $299K | Buy |
34,734
+16,267
| +88% | +$134K | 0.01% | 449 |
|
|
2023
Q1 | $148K | Buy |
18,467
+3
| +0% | +$25 | ﹤0.01% | 537 |
|
|
2022
Q4 | $148K | Buy |
18,464
+4,415
| +31% | +$28.1K | ﹤0.01% | 478 |
|
|
2022
Q3 | $77K | Sell |
14,049
-114
| -0.8% | -$688 | ﹤0.01% | 464 |
|
|
2022
Q2 | $83K | Sell |
14,163
-1,860
| -12% | -$11.2K | ﹤0.01% | 424 |
|
|
2022
Q1 | $100K | Sell |
16,023
-760
| -5% | -$5.41K | ﹤0.01% | 460 |
|
|
2021
Q4 | $114K | Sell |
16,783
-1,275
| -7% | -$8.64K | ﹤0.01% | 467 |
|
|
2021
Q3 | $127K | Sell |
18,058
-1,995
| -10% | -$13.9K | ﹤0.01% | 408 |
|
|
2021
Q2 | $138K | Buy |
20,053
+1,401
| +8% | +$10K | ﹤0.01% | 414 |
|
|
2021
Q1 | $136K | Buy |
18,652
+2,690
| +17% | +$18.7K | 0.01% | 389 |
|
|
2020
Q4 | $99K | Buy |
15,962
+220
| +1% | +$1.29K | ﹤0.01% | 375 |
|
|
2020
Q3 | $88K | Buy |
15,742
+1,801
| +13% | +$10.3K | ﹤0.01% | 385 |
|
|
2020
Q2 | $79K | Buy |
+13,941
| New | +$75.3K | ﹤0.01% | 366 |
|
|
2020
Q1 | – | Sell |
-32,734
| Closed | -$243K | – | 409 |
|
|
2019
Q4 | $243K | Buy |
32,734
+1,740
| +6% | +$12.5K | 0.01% | 341 |
|
|
2019
Q3 | $212K | Buy |
30,994
+14,938
| +93% | +$102K | 0.01% | 363 |
|
|
2019
Q2 | $113K | Buy |
+16,056
| New | +$114K | 0.01% | 381 |
|
|
2018
Q3 | – | Sell |
-10,169
| Closed | -$79K | – | 382 |
|
|
2018
Q2 | $79K | Buy |
+10,169
| New | +$84.5K | ﹤0.01% | 338 |
|
Other funds holding SMFG
CCMG
