BTC Capital Management’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 | $2.51M | Buy |
166,010
+7,000
| +4% | +$106K | 0.2% | 92 |
|
|
2025
Q1 | $2.46M | Buy |
159,010
+6,364
| +4% | +$98.4K | 0.22% | 89 |
|
|
2024
Q4 | $2.2M | Sell |
152,646
-15,130
| -9% | -$219K | 0.2% | 91 |
|
|
2024
Q3 | $2.12M | Buy |
167,776
+9,076
| +6% | +$115K | 0.19% | 96 |
|
|
2024
Q2 | $2.13M | Sell |
158,700
-25,185
| -14% | -$338K | 0.2% | 94 |
|
|
2024
Q1 | $2.16M | Buy |
+183,885
| New | +$2.16M | 0.2% | 101 |
|
|
2023
Q3 | $1.94M | Buy |
197,385
+2,677
| +1% | +$26.4K | 0.22% | 104 |
|
|
2023
Q2 | $1.68M | Buy |
194,708
+603
| +0.3% | +$5.2K | 0.18% | 109 |
|
|
2023
Q1 | $1.53M | Sell |
194,105
-17,054
| -8% | -$134K | 0.18% | 108 |
|
|
2022
Q4 | $1.69M | Sell |
211,159
-27,613
| -12% | -$221K | 0.2% | 107 |
|
|
2022
Q3 | $1.31M | Buy |
238,772
+31,721
| +15% | +$174K | 0.17% | 112 |
|
|
2022
Q2 | $1.22M | Sell |
207,051
-220,507
| -52% | -$1.3M | 0.15% | 116 |
|
|
2022
Q1 | $2.68M | Buy |
427,558
+256,219
| +150% | +$1.6M | 0.26% | 97 |
|
|
2021
Q4 | $1.16M | Buy |
171,339
+2,326
| +1% | +$15.7K | 0.11% | 129 |
|
|
2021
Q3 | $1.19M | Buy |
169,013
+2,114
| +1% | +$14.8K | 0.13% | 119 |
|
|
2021
Q2 | $1.15M | Buy |
166,899
+3,056
| +2% | +$21.1K | 0.13% | 114 |
|
|
2021
Q1 | $1.19M | Buy |
163,843
+2,667
| +2% | +$19.3K | 0.13% | 115 |
|
|
2020
Q4 | $995K | Buy |
161,176
+27,193
| +20% | +$168K | 0.12% | 122 |
|
|
2020
Q3 | $751K | Buy |
133,983
+23,790
| +22% | +$133K | 0.1% | 126 |
|
|
2020
Q2 | $622K | Buy |
110,193
+32,092
| +41% | +$181K | 0.1% | 120 |
|
|
2020
Q1 | $377K | Sell |
78,101
-466
| -0.6% | -$2.25K | 0.07% | 132 |
|
|
2019
Q4 | $581K | Buy |
78,567
+2,873
| +4% | +$21.2K | 0.08% | 135 |
|
|
2019
Q3 | $518K | Sell |
75,694
-1,229
| -2% | -$8.41K | 0.08% | 133 |
|
|
2019
Q2 | $543K | Sell |
76,923
-195
| -0.3% | -$1.38K | 0.09% | 135 |
|
|
2019
Q1 | $540K | Buy |
77,118
+1,724
| +2% | +$12.1K | 0.09% | 134 |
|
|
2018
Q4 | $492K | Buy |
75,394
+21,442
| +40% | +$140K | 0.09% | 136 |
|
|
2018
Q3 | $433K | Sell |
53,952
-11,522
| -18% | -$92.5K | 0.07% | 139 |
|
|
2018
Q2 | $509K | Sell |
65,474
-1,999
| -3% | -$15.5K | 0.12% | 107 |
|
|
2018
Q1 | $574K | Buy |
67,473
+580
| +0.9% | +$4.93K | 0.09% | 143 |
|
|
2017
Q4 | $583K | Buy |
66,893
+12,261
| +22% | +$107K | 0.1% | 126 |
|
|
2017
Q3 | $420K | Sell |
54,632
-1,330
| -2% | -$10.2K | 0.08% | 134 |
|
|
2017
Q2 | $439K | Buy |
55,962
+627
| +1% | +$4.92K | 0.08% | 133 |
|
|
2017
Q1 | $403K | Buy |
55,335
+1,909
| +4% | +$13.9K | 0.08% | 134 |
|
|
2016
Q4 | $408K | Sell |
53,426
-2,886
| -5% | -$22K | 0.08% | 133 |
|
|
2016
Q3 | $380K | Sell |
56,312
-18,526
| -25% | -$125K | 0.08% | 128 |
|
|
2016
Q2 | $427K | Buy |
74,838
+8,442
| +13% | +$48.2K | 0.09% | 114 |
|
|
2016
Q1 | $400K | Buy |
66,396
+11,651
| +21% | +$70.2K | 0.09% | 119 |
|
|
2015
Q4 | $416K | Buy |
54,745
+5,388
| +11% | +$40.9K | 0.1% | 126 |
|
|
2015
Q3 | $378K | Buy |
49,357
+23,438
| +90% | +$180K | 0.09% | 132 |
|
|
2015
Q2 | $230K | Buy |
+25,919
| New | +$230K | 0.05% | 136 |
|