Cetera Investment Advisers’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 | $4.26M | Buy |
282,078
+26,499
| +10% | +$400K | 0.01% | 1298 |
|
|
2025
Q1 | $3.95M | Buy |
255,579
+34,257
| +15% | +$530K | 0.01% | 1265 |
|
|
2024
Q4 | $3.21M | Buy |
221,322
+60,788
| +38% | +$881K | 0.01% | 1312 |
|
|
2024
Q3 | $2.03M | Buy |
160,534
+26,013
| +19% | +$329K | ﹤0.01% | 1620 |
|
|
2024
Q2 | $1.8M | Buy |
134,521
+18,342
| +16% | +$246K | ﹤0.01% | 1646 |
|
|
2024
Q1 | $1.37M | Buy |
116,179
+101,511
| +692% | +$1.19M | ﹤0.01% | 1826 |
|
|
2023
Q4 | $142K | Sell |
14,668
-14,855
| -50% | -$144K | ﹤0.01% | 2102 |
|
|
2023
Q3 | $291K | Sell |
29,523
-552
| -2% | -$5.44K | ﹤0.01% | 1750 |
|
|
2023
Q2 | $259K | Buy |
30,075
+1,235
| +4% | +$10.6K | ﹤0.01% | 1837 |
|
|
2023
Q1 | $231K | Sell |
28,840
-5,445
| -16% | -$43.6K | ﹤0.01% | 1866 |
|
|
2022
Q4 | $275K | Buy |
34,285
+9,343
| +37% | +$74.9K | ﹤0.01% | 1718 |
|
|
2022
Q3 | $137K | Buy |
24,942
+41
| +0.2% | +$225 | ﹤0.01% | 1546 |
|
|
2022
Q2 | $147K | Buy |
24,901
+1,390
| +6% | +$8.21K | ﹤0.01% | 1701 |
|
|
2022
Q1 | $147K | Buy |
23,511
+6,826
| +41% | +$42.7K | ﹤0.01% | 1767 |
|
|
2021
Q4 | $113K | Buy |
16,685
+711
| +4% | +$4.82K | ﹤0.01% | 1786 |
|
|
2021
Q3 | $112K | Buy |
15,974
+5,254
| +49% | +$36.8K | ﹤0.01% | 1730 |
|
|
2021
Q2 | $74K | Buy |
+10,720
| New | +$74K | ﹤0.01% | 1741 |
|