Caprock Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $80.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $94K | Buy |
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|
2021
Q1 | $86K | Sell |
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|
2020
Q4 | $74K | Sell |
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|
2020
Q3 | $140K | Buy |
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|
2020
Q2 | $136K | Sell |
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|
2020
Q1 | $138K | Buy |
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|
2019
Q4 | $131K | Sell |
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|
2019
Q3 | $195K | Sell |
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|
2019
Q2 | $228K | Sell |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $279K | Buy |
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|
2018
Q3 | $311K | Buy |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $343K | Buy |
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|
2017
Q4 | $262K | Buy |
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|
2017
Q3 | $208K | Buy |
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|
2017
Q2 | $198K | Buy |
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