Brinker Capital Investments’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 | $1.95M | Buy |
98,755
+6,183
| +7% | +$130K | 0.02% | 768 |
|
|
2025
Q4 | $1.79M | Sell |
92,572
-9,253
| -9% | -$160K | 0.01% | 912 |
|
|
2025
Q3 | $1.7M | Buy |
101,825
+779
| +0.8% | +$12.5K | 0.01% | 924 |
|
|
2025
Q2 | $1.53M | Buy |
101,046
+551
| +0.5% | +$7.92K | 0.01% | 940 |
|
|
2025
Q1 | $1.55M | Sell |
100,495
-390
| -0.4% | -$5.93K | 0.02% | 844 |
|
|
2024
Q4 | $1.46M | Buy |
100,885
+11,952
| +13% | +$164K | 0.01% | 854 |
|
|
2024
Q3 | $1.12M | Sell |
88,933
-639
| -0.7% | -$8.44K | 0.01% | 995 |
|
|
2024
Q2 | $1.2M | Buy |
89,572
+878
| +1% | +$10.6K | 0.01% | 903 |
|
|
2024
Q1 | $1.04M | Buy |
88,694
+2,980
| +3% | +$32K | 0.01% | 963 |
|
|
2023
Q4 | $854K | Sell |
85,714
-229,043
| -73% | -$2.22M | 0.01% | 1015 |
|
|
2023
Q3 | $3.1M | Sell |
314,757
-23,107
| -7% | -$214K | 0.04% | 426 |
|
|
2023
Q2 | $2.91M | Buy |
337,864
+45,117
| +15% | +$373K | 0.03% | 496 |
|
|
2023
Q1 | $2.34M | Sell |
292,747
-95,504
| -25% | -$808K | 0.03% | 531 |
|
|
2022
Q4 | $3.11M | Sell |
388,251
-928
| -0.2% | -$5.91K | 0.06% | 315 |
|
|
2022
Q3 | $2.14M | Buy |
389,179
+20,950
| +6% | +$126K | 0.04% | 436 |
|
|
2022
Q2 | $2.17M | Sell |
368,229
-13,075
| -3% | -$79K | 0.04% | 445 |
|
|
2022
Q1 | $2.39M | Buy |
381,304
+606
| +0.2% | +$4.32K | 0.04% | 468 |
|
|
2021
Q4 | $2.58M | Sell |
380,698
-8,661
| -2% | -$58.7K | 0.04% | 475 |
|
|
2021
Q3 | $2.68M | Hold |
389,359
| – | – | 0.04% | 451 |
|
|
2021
Q2 | $2.68M | Buy |
389,359
+43,448
| +13% | +$312K | 0.04% | 508 |
|
|
2021
Q1 | $2.51M | Buy |
345,911
+327,417
| +1,770% | +$2.28M | 0.04% | 446 |
|
|
2020
Q4 | $114K | Sell |
18,494
-341,637
| -95% | -$2M | ﹤0.01% | 1005 |
|
|
2020
Q3 | $2.01M | Buy |
+360,131
| New | +$2.06M | 0.03% | 470 |
|
Other funds holding SMFG
CCMG
