Blue Trust Inc’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 | $363K | Buy |
24,020
+6,586
| +38% | +$99.5K | ﹤0.01% | 564 |
|
|
2025
Q1 | $270K | Buy |
17,434
+5,137
| +42% | +$79.4K | ﹤0.01% | 602 |
|
|
2024
Q4 | $178K | Sell |
12,297
-26,146
| -68% | -$379K | ﹤0.01% | 690 |
|
|
2024
Q3 | $516K | Buy |
38,443
+22,507
| +141% | +$302K | 0.01% | 455 |
|
|
2024
Q2 | $188K | Buy |
15,936
+10,833
| +212% | +$128K | ﹤0.01% | 736 |
|
|
2024
Q1 | $60.1K | Sell |
5,103
-9,731
| -66% | -$115K | ﹤0.01% | 857 |
|
|
2023
Q4 | $147K | Buy |
14,834
+5,918
| +66% | +$58.6K | ﹤0.01% | 550 |
|
|
2023
Q3 | $77K | Buy |
8,916
+4,129
| +86% | +$35.7K | ﹤0.01% | 704 |
|
|
2023
Q2 | $38K | Sell |
4,787
-6,526
| -58% | -$51.8K | ﹤0.01% | 801 |
|
|
2023
Q1 | $91K | Sell |
11,313
-5,117
| -31% | -$41.2K | ﹤0.01% | 803 |
|
|
2022
Q4 | $90K | Buy |
16,430
+10,450
| +175% | +$57.2K | ﹤0.01% | 704 |
|
|
2022
Q3 | $36K | Buy |
5,980
+4,199
| +236% | +$25.3K | ﹤0.01% | 872 |
|
|
2022
Q2 | $11K | Buy |
+1,781
| New | +$11K | ﹤0.01% | 1180 |
|