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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.9M | Sell |
146,641
-7,234
| -5% | -$152K | 0.07% | 242 |
|
|
2025
Q4 | $2.97M | Buy |
153,875
+2,543
| +2% | +$44.1K | 0.06% | 270 |
|
|
2025
Q3 | $2.48M | Buy |
+151,332
| New | +$2.42M | 0.06% | 289 |
|
|
2025
Q1 | $2.39M | Buy |
154,903
+24,133
| +18% | +$367K | 0.07% | 247 |
|
|
2024
Q4 | $1.89M | Buy |
130,770
+1,927
| +1% | +$26.5K | 0.06% | 277 |
|
|
2024
Q3 | $1.63M | Sell |
128,843
-4,998
| -4% | -$66K | 0.06% | 287 |
|
|
2024
Q2 | $1.8M | Buy |
133,841
+85,204
| +175% | +$1.03M | 0.07% | 233 |
|
|
2024
Q1 | $572K | Buy |
48,637
+71
| +0.1% | +$762 | 0.03% | 366 |
|
|
2023
Q4 | $470K | Buy |
48,566
+6,578
| +16% | +$63.8K | 0.03% | 402 |
|
|
2023
Q3 | $414K | Buy |
41,988
+14,552
| +53% | +$135K | 0.03% | 407 |
|
|
2023
Q2 | $241K | Buy |
27,436
+1,041
| +4% | +$8.6K | 0.02% | 563 |
|
|
2023
Q1 | $211K | Buy |
26,395
+16,368
| +163% | +$139K | 0.02% | 586 |
|
|
2022
Q4 | $80.4K | Buy |
+10,027
| New | +$63.9K | 0.01% | 540 |
|
|
2021
Q4 | – | Sell |
-12,225
| Closed | -$86K | – | 618 |
|
|
2021
Q3 | $86K | Sell |
12,225
-1,146
| -9% | -$7.97K | 0.01% | 525 |
|
|
2021
Q2 | $94K | Buy |
13,371
+1,440
| +12% | +$10.3K | 0.01% | 514 |
|
|
2021
Q1 | $86K | Sell |
11,931
-79
| -0.7% | -$550 | 0.01% | 482 |
|
|
2020
Q4 | $74K | Sell |
12,010
-13,073
| -52% | -$76.7K | 0.01% | 470 |
|
|
2020
Q3 | $140K | Buy |
25,083
+1,843
| +8% | +$10.6K | 0.02% | 377 |
|
|
2020
Q2 | $136K | Sell |
23,240
-5,597
| -19% | -$30.2K | 0.02% | 388 |
|
|
2020
Q1 | $138K | Buy |
28,837
+11,187
| +63% | +$72.1K | 0.03% | 321 |
|
|
2019
Q4 | $131K | Sell |
17,650
-10,833
| -38% | -$77.9K | 0.02% | 345 |
|
|
2019
Q3 | $195K | Sell |
28,483
-3,285
| -10% | -$22.4K | 0.04% | 323 |
|
|
2019
Q2 | $228K | Sell |
31,768
-10,077
| -24% | -$71.3K | 0.04% | 280 |
|
|
2019
Q1 | $294K | Sell |
41,845
-994
| -2% | -$7.11K | 0.06% | 268 |
|
|
2018
Q4 | $279K | Buy |
42,839
+4,108
| +11% | +$30.7K | 0.06% | 253 |
|
|
2018
Q3 | $311K | Buy |
38,731
+1,670
| +5% | +$13.2K | 0.06% | 269 |
|
|
2018
Q2 | $295K | Sell |
37,061
-3,345
| -8% | -$27.8K | 0.06% | 289 |
|
|
2018
Q1 | $343K | Buy |
40,406
+12,855
| +47% | +$115K | 0.07% | 243 |
|
|
2017
Q4 | $262K | Buy |
27,551
+571
| +2% | +$4.63K | 0.05% | 337 |
|
|
2017
Q3 | $208K | Buy |
26,980
+2,110
| +8% | +$16.1K | 0.04% | 402 |
|
|
2017
Q2 | $198K | Buy |
+24,870
| New | +$185K | 0.04% | 391 |
|
Other funds holding SMFG
CCMG
