Boston 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 | $8.65M | Sell |
437,159
-46,402
| -10% | -$975K | 0.01% | 437 |
|
|
2025
Q4 | $9.38M | Sell |
483,561
-34,452
| -7% | -$597K | 0.01% | 431 |
|
|
2025
Q3 | $8.66M | Buy |
518,013
+99,623
| +24% | +$1.6M | 0.01% | 430 |
|
|
2025
Q2 | $6.32M | Sell |
418,390
-3,093
| -0.7% | -$44.5K | 0.01% | 429 |
|
|
2025
Q1 | $6.47M | Buy |
421,483
+73,299
| +21% | +$1.11M | 0.01% | 421 |
|
|
2024
Q4 | $5.05M | Buy |
348,184
+199,616
| +134% | +$2.74M | 0.01% | 437 |
|
|
2024
Q3 | $1.88M | Sell |
148,568
-95,985
| -39% | -$1.27M | ﹤0.01% | 522 |
|
|
2024
Q2 | $3.28M | Sell |
244,553
-7,044
| -3% | -$85.3K | ﹤0.01% | 461 |
|
|
2024
Q1 | $2.96M | Buy |
251,597
+90,959
| +57% | +$976K | ﹤0.01% | 473 |
|
|
2023
Q4 | $1.55M | Buy |
160,638
+4,324
| +3% | +$41.9K | ﹤0.01% | 521 |
|
|
2023
Q3 | $1.54M | Sell |
156,314
-141,761
| -48% | -$1.31M | ﹤0.01% | 513 |
|
|
2023
Q2 | $2.56M | Buy |
298,075
+269,013
| +926% | +$2.22M | ﹤0.01% | 463 |
|
|
2023
Q1 | $233K | Buy |
+29,062
| New | +$246K | ﹤0.01% | 663 |
|
|
2022
Q3 | – | Sell |
-23,294
| Closed | -$137K | – | 756 |
|
|
2022
Q2 | $137K | Buy |
23,294
+1,676
| +8% | +$10.1K | ﹤0.01% | 684 |
|
|
2022
Q1 | $136K | Buy |
21,618
+9,393
| +77% | +$66.9K | ﹤0.01% | 691 |
|
|
2021
Q4 | $83K | Buy |
12,225
+2,138
| +21% | +$14.5K | ﹤0.01% | 681 |
|
|
2021
Q3 | $71K | Sell |
10,087
-2,146
| -18% | -$14.9K | ﹤0.01% | 664 |
|
|
2021
Q2 | $84K | Buy |
12,233
+1,386
| +13% | +$9.94K | ﹤0.01% | 646 |
|
|
2021
Q1 | $79K | Buy |
+10,847
| New | +$75.6K | ﹤0.01% | 645 |
|
|
2020
Q1 | – | Sell |
-6,810
| Closed | -$50K | – | 732 |
|
|
2019
Q4 | $50K | Sell |
6,810
-4,406
| -39% | -$31.7K | ﹤0.01% | 676 |
|
|
2019
Q3 | $77K | Sell |
11,216
-3,776
| -25% | -$25.8K | ﹤0.01% | 671 |
|
|
2019
Q2 | $106K | Hold |
14,992
| – | – | ﹤0.01% | 657 |
|
|
2019
Q1 | $105K | Buy |
+14,992
| New | +$107K | ﹤0.01% | 678 |
|
Other funds holding SMFG
CCMG
