Bleakley Financial Group’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 | $277K | Buy |
18,318
+126
| +0.7% | +$1.9K | 0.01% | 551 |
|
|
2025
Q1 | $281K | Buy |
18,192
+909
| +5% | +$14.1K | 0.01% | 485 |
|
|
2024
Q4 | $250K | Sell |
17,283
-183
| -1% | -$2.65K | 0.01% | 866 |
|
|
2024
Q3 | $221K | Sell |
17,466
-432,985
| -96% | -$5.47M | 0.01% | 891 |
|
|
2024
Q2 | $6.04M | Sell |
450,451
-4,831
| -1% | -$64.8K | 0.17% | 115 |
|
|
2024
Q1 | $5.36M | Sell |
455,282
-12,727
| -3% | -$150K | 0.16% | 130 |
|
|
2023
Q4 | $4.53M | Sell |
468,009
-26,963
| -5% | -$261K | 0.14% | 135 |
|
|
2023
Q3 | $4.88M | Sell |
494,972
-2,365
| -0.5% | -$23.3K | 0.17% | 114 |
|
|
2023
Q2 | $4.28M | Buy |
497,337
+6,478
| +1% | +$55.7K | 0.13% | 142 |
|
|
2023
Q1 | $3.93M | Buy |
490,859
+171,297
| +54% | +$1.37M | 0.13% | 148 |
|
|
2022
Q4 | $2.56M | Buy |
+319,562
| New | +$2.56M | 0.09% | 201 |
|