Chevy Chase Trust’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 | $503K | Sell |
33,290
-425
| -1% | -$6.42K | ﹤0.01% | 592 |
|
|
2025
Q1 | $521K | Buy |
33,715
+329
| +1% | +$5.09K | ﹤0.01% | 591 |
|
|
2024
Q4 | $484K | Sell |
33,386
-2,736
| -8% | -$39.6K | ﹤0.01% | 595 |
|
|
2024
Q3 | $456K | Sell |
36,122
-5,496
| -13% | -$69.4K | ﹤0.01% | 588 |
|
|
2024
Q2 | $558K | Buy |
41,618
+4,692
| +13% | +$62.9K | ﹤0.01% | 572 |
|
|
2024
Q1 | $435K | Sell |
36,926
-22,252
| -38% | -$262K | ﹤0.01% | 579 |
|
|
2023
Q4 | $573K | Buy |
59,178
+13,188
| +29% | +$128K | ﹤0.01% | 580 |
|
|
2023
Q3 | $453K | Buy |
45,990
+623
| +1% | +$6.14K | ﹤0.01% | 579 |
|
|
2023
Q2 | $390K | Buy |
45,367
+691
| +2% | +$5.94K | ﹤0.01% | 590 |
|
|
2023
Q1 | $357K | Buy |
44,676
+8,625
| +24% | +$69K | ﹤0.01% | 602 |
|
|
2022
Q4 | $289K | Buy |
36,051
+4,712
| +15% | +$37.8K | ﹤0.01% | 622 |
|
|
2022
Q3 | $173K | Sell |
31,339
-5,330
| -15% | -$29.4K | ﹤0.01% | 624 |
|
|
2022
Q2 | $216K | Buy |
36,669
+347
| +1% | +$2.04K | ﹤0.01% | 621 |
|
|
2022
Q1 | $227K | Buy |
36,322
+15,414
| +74% | +$96.3K | ﹤0.01% | 631 |
|
|
2021
Q4 | $142K | Buy |
+20,908
| New | +$142K | ﹤0.01% | 665 |
|
|
2021
Q3 | – | Sell |
-25,699
| Closed | -$177K | – | 674 |
|
|
2021
Q2 | $177K | Sell |
25,699
-435
| -2% | -$3K | ﹤0.01% | 668 |
|
|
2021
Q1 | $189K | Buy |
+26,134
| New | +$189K | ﹤0.01% | 666 |
|
|
2020
Q3 | – | Sell |
-18,985
| Closed | -$107K | – | 646 |
|
|
2020
Q2 | $107K | Sell |
18,985
-1,016
| -5% | -$5.73K | ﹤0.01% | 638 |
|
|
2020
Q1 | $96K | Sell |
20,001
-828
| -4% | -$3.97K | ﹤0.01% | 626 |
|
|
2019
Q4 | $154K | Sell |
20,829
-635
| -3% | -$4.7K | ﹤0.01% | 681 |
|
|
2019
Q3 | $147K | Hold |
21,464
| – | – | ﹤0.01% | 643 |
|
|
2019
Q2 | $151K | Hold |
21,464
| – | – | ﹤0.01% | 645 |
|
|
2019
Q1 | $156K | Buy |
21,464
+926
| +5% | +$6.73K | ﹤0.01% | 650 |
|
|
2018
Q4 | $134K | Sell |
20,538
-1,500
| -7% | -$9.79K | ﹤0.01% | 664 |
|
|
2018
Q3 | $177K | Buy |
22,038
+1,480
| +7% | +$11.9K | ﹤0.01% | 649 |
|
|
2018
Q2 | $160K | Buy |
20,558
+633
| +3% | +$4.93K | ﹤0.01% | 661 |
|
|
2018
Q1 | $169K | Buy |
19,925
+8,560
| +75% | +$72.6K | ﹤0.01% | 648 |
|
|
2017
Q4 | $99K | Sell |
11,365
-715
| -6% | -$6.23K | ﹤0.01% | 663 |
|
|
2017
Q3 | $93K | Hold |
12,080
| – | – | ﹤0.01% | 657 |
|
|
2017
Q2 | $95K | Hold |
12,080
| – | – | ﹤0.01% | 650 |
|
|
2017
Q1 | $88K | Hold |
12,080
| – | – | ﹤0.01% | 647 |
|
|
2016
Q4 | $92K | Hold |
12,080
| – | – | ﹤0.01% | 656 |
|
|
2016
Q3 | $82K | Hold |
12,080
| – | – | ﹤0.01% | 641 |
|
|
2016
Q2 | $69K | Sell |
12,080
-1,950
| -14% | -$11.1K | ﹤0.01% | 640 |
|
|
2016
Q1 | $84K | Hold |
14,030
| – | – | ﹤0.01% | 642 |
|
|
2015
Q4 | $106K | Hold |
14,030
| – | – | ﹤0.01% | 651 |
|
|
2015
Q3 | $107K | Hold |
14,030
| – | – | ﹤0.01% | 648 |
|
|
2015
Q2 | $125K | Hold |
14,030
| – | – | ﹤0.01% | 658 |
|
|
2015
Q1 | $109K | Sell |
14,030
-100
| -0.7% | -$777 | ﹤0.01% | 660 |
|
|
2014
Q4 | $103K | Buy |
14,130
+475
| +3% | +$3.46K | ﹤0.01% | 680 |
|
|
2014
Q3 | $112K | Buy |
+13,655
| New | +$112K | ﹤0.01% | 682 |
|