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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $892K | Buy |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $127K | Sell |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $88K | Buy |
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|
2020
Q2 | $79K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q2 | $113K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $79K | Buy |
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