Checchi Capital Advisers’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
Q3 | $799K | Buy |
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|
2025
Q2 | $700K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $416K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q3 | $203K | Sell |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $395K | Buy |
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|
2019
Q3 | $289K | Buy |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $251K | Sell |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $319K | Buy |
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|
2018
Q1 | $310K | Sell |
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|
2017
Q4 | $409K | Buy |
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|
2017
Q3 | $251K | Sell |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $310K | Buy |
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|
2016
Q4 | $313K | Buy |
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|
2016
Q3 | $250K | Buy |
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|
2016
Q2 | $170K | Sell |
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|
2016
Q1 | $180K | Buy |
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|
2015
Q4 | $198K | Buy |
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|
2015
Q3 | $149K | Sell |
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|
2015
Q2 | $201K | Buy |
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|
2015
Q1 | $154K | Buy |
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