Bank of Montreal’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 | $1.67M | Buy |
110,197
+4,036
| +4% | +$61K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $1.64M | Buy |
106,161
+3,070
| +3% | +$47.5K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $1.49M | Sell |
103,091
-3,739
| -3% | -$54.2K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $1.3M | Sell |
106,830
-4,133
| -4% | -$50.3K | ﹤0.01% | 1675 |
|
|
2024
Q2 | $1.49M | Sell |
110,963
-138,833
| -56% | -$1.86M | ﹤0.01% | 1602 |
|
|
2024
Q1 | $2.96M | Buy |
249,796
+10,708
| +4% | +$127K | ﹤0.01% | 1279 |
|
|
2023
Q4 | $2.32M | Sell |
239,088
-89,795
| -27% | -$870K | ﹤0.01% | 1352 |
|
|
2023
Q3 | $3.35M | Sell |
328,883
-4,786
| -1% | -$48.8K | ﹤0.01% | 1240 |
|
|
2023
Q2 | $2.87M | Sell |
333,669
-54,095
| -14% | -$465K | ﹤0.01% | 1377 |
|
|
2023
Q1 | $3.1M | Sell |
387,764
-22,274
| -5% | -$178K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $3.29M | Sell |
410,038
-1,979
| -0.5% | -$15.9K | ﹤0.01% | 1296 |
|
|
2022
Q3 | $2.34K | Sell |
412,017
-3,474
| -0.8% | -$20 | ﹤0.01% | 1455 |
|
|
2022
Q2 | $2.51K | Sell |
415,491
-80,157
| -16% | -$484 | ﹤0.01% | 1487 |
|
|
2022
Q1 | $3.34M | Sell |
495,648
-4,723
| -0.9% | -$31.8K | ﹤0.01% | 1345 |
|
|
2021
Q4 | $3.41M | Buy |
500,371
+6,349
| +1% | +$43.3K | ﹤0.01% | 1324 |
|
|
2021
Q3 | $3.62M | Sell |
494,022
-313
| -0.1% | -$2.29K | ﹤0.01% | 1649 |
|
|
2021
Q2 | $3.46M | Buy |
494,335
+444,070
| +883% | +$3.11M | ﹤0.01% | 1674 |
|
|
2021
Q1 | $358K | Sell |
50,265
-385
| -0.8% | -$2.74K | ﹤0.01% | 2495 |
|
|
2020
Q4 | $342K | Buy |
50,650
+4,710
| +10% | +$31.8K | ﹤0.01% | 2493 |
|
|
2020
Q3 | $261K | Sell |
45,940
-6,009
| -12% | -$34.1K | ﹤0.01% | 2251 |
|
|
2020
Q2 | $288K | Buy |
51,949
+10,889
| +27% | +$60.4K | ﹤0.01% | 2217 |
|
|
2020
Q1 | $194K | Sell |
41,060
-212,999
| -84% | -$1.01M | ﹤0.01% | 2080 |
|
|
2019
Q4 | $1.88M | Sell |
254,059
-10,503
| -4% | -$77.8K | ﹤0.01% | 1594 |
|
|
2019
Q3 | $1.81M | Sell |
264,562
-64,436
| -20% | -$441K | ﹤0.01% | 1471 |
|
|
2019
Q2 | $2.32M | Buy |
328,998
+149,752
| +84% | +$1.06M | ﹤0.01% | 1361 |
|
|
2019
Q1 | $1.26M | Buy |
179,246
+57,309
| +47% | +$403K | ﹤0.01% | 1671 |
|
|
2018
Q4 | $793K | Sell |
121,937
-1,729
| -1% | -$11.2K | ﹤0.01% | 1776 |
|
|
2018
Q3 | $993K | Buy |
123,666
+710
| +0.6% | +$5.7K | ﹤0.01% | 1805 |
|
|
2018
Q2 | $956K | Buy |
122,956
+247
| +0.2% | +$1.92K | ﹤0.01% | 1831 |
|
|
2018
Q1 | $1.04M | Sell |
122,709
-642
| -0.5% | -$5.46K | ﹤0.01% | 1767 |
|
|
2017
Q4 | $1.07M | Buy |
123,351
+301
| +0.2% | +$2.62K | ﹤0.01% | 1752 |
|
|
2017
Q3 | $949K | Sell |
123,050
-3,519
| -3% | -$27.1K | ﹤0.01% | 1856 |
|
|
2017
Q2 | $995K | Sell |
126,569
-77
| -0.1% | -$605 | ﹤0.01% | 1823 |
|
|
2017
Q1 | $919K | Buy |
126,646
+5,862
| +5% | +$42.5K | ﹤0.01% | 1742 |
|
|
2016
Q4 | $910K | Sell |
120,784
-63,029
| -34% | -$475K | ﹤0.01% | 1753 |
|
|
2016
Q3 | $1.24M | Buy |
183,813
+4,379
| +2% | +$29.6K | ﹤0.01% | 1593 |
|
|
2016
Q2 | $1.03M | Sell |
179,434
-15,082
| -8% | -$86.2K | ﹤0.01% | 1678 |
|
|
2016
Q1 | $1.17M | Buy |
194,516
+89,603
| +85% | +$538K | ﹤0.01% | 1569 |
|
|
2015
Q4 | $796K | Buy |
104,913
+101,223
| +2,743% | +$768K | ﹤0.01% | 1686 |
|
|
2015
Q3 | $28K | Sell |
3,690
-10,919
| -75% | -$82.9K | ﹤0.01% | 2891 |
|
|
2015
Q2 | $130K | Sell |
14,609
-22,412
| -61% | -$199K | ﹤0.01% | 2409 |
|
|
2015
Q1 | $286K | Buy |
37,021
+29,787
| +412% | +$230K | ﹤0.01% | 2020 |
|
|
2014
Q4 | $53K | Sell |
7,234
-6,883
| -49% | -$50.4K | ﹤0.01% | 2669 |
|
|
2014
Q3 | $116K | Sell |
14,117
-582
| -4% | -$4.78K | ﹤0.01% | 2332 |
|
|
2014
Q2 | $124K | Buy |
14,699
+1,685
| +13% | +$14.2K | ﹤0.01% | 2334 |
|
|
2014
Q1 | $113K | Buy |
13,014
+9,255
| +246% | +$80.4K | ﹤0.01% | 2255 |
|
|
2013
Q4 | $40K | Buy |
3,759
+3,268
| +666% | +$34.8K | ﹤0.01% | 2627 |
|
|
2013
Q3 | $5K | Hold |
491
| – | – | ﹤0.01% | 3139 |
|
|
2013
Q2 | $5K | Buy |
+491
| New | +$5K | ﹤0.01% | 3043 |
|