Chevy Chase Trust’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 | $557K | Sell |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $173K | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $177K | Sell |
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|
2021
Q1 | $189K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $107K | Sell |
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|
2020
Q1 | $96K | Sell |
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|
2019
Q4 | $154K | Sell |
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|
2019
Q3 | $147K | Hold |
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|
2019
Q2 | $151K | Hold |
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|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | $134K | Sell |
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|
2018
Q3 | $177K | Buy |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $169K | Buy |
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|
2017
Q4 | $99K | Sell |
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|
2017
Q3 | $93K | Hold |
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|
2017
Q2 | $95K | Hold |
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|
2017
Q1 | $88K | Hold |
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|
2016
Q4 | $92K | Hold |
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|
2016
Q3 | $82K | Hold |
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|
2016
Q2 | $69K | Sell |
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|
2016
Q1 | $84K | Hold |
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|
2015
Q4 | $106K | Hold |
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|
2015
Q3 | $107K | Hold |
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|
2015
Q2 | $125K | Hold |
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|
2015
Q1 | $109K | Sell |
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|
2014
Q4 | $103K | Buy |
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|
2014
Q3 | $112K | Buy |
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