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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $886K | Sell |
44,874
-2,166
| -5% | -$45.5K | 0.06% | 233 |
|
|
2025
Q4 | $909K | Sell |
47,040
-673
| -1% | -$11.7K | 0.06% | 215 |
|
|
2025
Q3 | $799K | Buy |
47,713
+1,403
| +3% | +$22.5K | 0.05% | 241 |
|
|
2025
Q2 | $700K | Sell |
46,310
-3,321
| -7% | -$47.8K | 0.05% | 273 |
|
|
2025
Q1 | $767K | Buy |
49,631
+3,726
| +8% | +$56.7K | 0.05% | 254 |
|
|
2024
Q4 | $665K | Buy |
45,905
+1,799
| +4% | +$24.7K | 0.05% | 269 |
|
|
2024
Q3 | $557K | Sell |
44,106
-474
| -1% | -$6.26K | 0.04% | 306 |
|
|
2024
Q2 | $598K | Buy |
44,580
+990
| +2% | +$12K | 0.05% | 284 |
|
|
2024
Q1 | $513K | Buy |
43,590
+596
| +1% | +$6.39K | 0.04% | 318 |
|
|
2023
Q4 | $416K | Sell |
42,994
-2,440
| -5% | -$23.7K | 0.03% | 348 |
|
|
2023
Q3 | $448K | Buy |
45,434
+5,940
| +15% | +$54.9K | 0.04% | 312 |
|
|
2023
Q2 | $340K | Buy |
39,494
+3,108
| +9% | +$25.7K | 0.03% | 386 |
|
|
2023
Q1 | $291K | Sell |
36,386
-123
| -0.3% | -$1.04K | 0.03% | 424 |
|
|
2022
Q4 | $293K | Buy |
36,509
+689
| +2% | +$4.39K | 0.03% | 402 |
|
|
2022
Q3 | $197K | Buy |
35,820
+2,823
| +9% | +$17K | 0.02% | 518 |
|
|
2022
Q2 | $211K | Buy |
32,997
+952
| +3% | +$5.75K | 0.02% | 537 |
|
|
2022
Q1 | $201K | Sell |
32,045
-211
| -0.7% | -$1.5K | 0.02% | 522 |
|
|
2021
Q4 | $219K | Sell |
32,256
-6,267
| -16% | -$42.4K | 0.02% | 478 |
|
|
2021
Q3 | $270K | Sell |
38,523
-124
| -0.3% | -$863 | 0.03% | 397 |
|
|
2021
Q2 | $266K | Sell |
38,647
-1,367
| -3% | -$9.8K | 0.03% | 423 |
|
|
2021
Q1 | $290K | Buy |
40,014
+1,373
| +4% | +$9.56K | 0.04% | 370 |
|
|
2020
Q4 | $238K | Buy |
38,641
+2,249
| +6% | +$13.2K | 0.03% | 411 |
|
|
2020
Q3 | $203K | Sell |
36,392
-4,311
| -11% | -$24.7K | 0.04% | 415 |
|
|
2020
Q2 | $229K | Sell |
40,703
-225
| -0.5% | -$1.22K | 0.04% | 380 |
|
|
2020
Q1 | $196K | Sell |
40,928
-12,330
| -23% | -$79.4K | 0.04% | 349 |
|
|
2019
Q4 | $395K | Buy |
53,258
+10,964
| +26% | +$78.9K | 0.08% | 240 |
|
|
2019
Q3 | $289K | Buy |
42,294
+6,814
| +19% | +$46.6K | 0.06% | 302 |
|
|
2019
Q2 | $250K | Sell |
35,480
-3,666
| -9% | -$26K | 0.05% | 340 |
|
|
2019
Q1 | $275K | Buy |
39,146
+661
| +2% | +$4.73K | 0.06% | 307 |
|
|
2018
Q4 | $251K | Sell |
38,485
-2,632
| -6% | -$19.6K | 0.06% | 294 |
|
|
2018
Q3 | $330K | Buy |
41,117
+99
| +0.2% | +$782 | 0.07% | 296 |
|
|
2018
Q2 | $319K | Buy |
41,018
+4,527
| +12% | +$37.6K | 0.07% | 284 |
|
|
2018
Q1 | $310K | Sell |
36,491
-10,558
| -22% | -$94.3K | 0.07% | 290 |
|
|
2017
Q4 | $409K | Buy |
47,049
+14,430
| +44% | +$117K | 0.1% | 237 |
|
|
2017
Q3 | $251K | Sell |
32,619
-2,534
| -7% | -$19.3K | 0.07% | 320 |
|
|
2017
Q2 | $276K | Sell |
35,153
-7,607
| -18% | -$56.5K | 0.08% | 294 |
|
|
2017
Q1 | $310K | Buy |
42,760
+1,849
| +5% | +$14.4K | 0.08% | 266 |
|
|
2016
Q4 | $313K | Buy |
40,911
+3,819
| +10% | +$27.7K | 0.09% | 261 |
|
|
2016
Q3 | $250K | Buy |
37,092
+7,438
| +25% | +$48.3K | 0.07% | 307 |
|
|
2016
Q2 | $170K | Sell |
29,654
-253
| -0.8% | -$1.55K | 0.04% | 392 |
|
|
2016
Q1 | $180K | Buy |
29,907
+3,884
| +15% | +$24.2K | 0.05% | 377 |
|
|
2015
Q4 | $198K | Buy |
26,023
+6,534
| +34% | +$51.4K | 0.06% | 329 |
|
|
2015
Q3 | $149K | Sell |
19,489
-3,111
| -14% | -$26.1K | 0.05% | 320 |
|
|
2015
Q2 | $201K | Buy |
22,600
+2,713
| +14% | +$23.6K | 0.07% | 338 |
|
|
2015
Q1 | $154K | Buy |
+19,887
| New | +$149K | 0.05% | 334 |
|
Other funds holding SMFG
CCMG
