Choate Investment Advisors’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 | $212K | Sell |
14,062
-610
| -4% | -$9.22K | ﹤0.01% | 391 |
|
|
2025
Q1 | $227K | Buy |
14,672
+3,875
| +36% | +$59.9K | 0.01% | 368 |
|
|
2024
Q4 | $156K | Buy |
+10,797
| New | +$156K | ﹤0.01% | 393 |
|
|
2014
Q4 | – | Sell |
-12,770
| Closed | -$105K | – | 285 |
|
|
2014
Q3 | $105K | Hold |
12,770
| – | – | 0.01% | 254 |
|
|
2014
Q2 | $108K | Hold |
12,770
| – | – | 0.01% | 264 |
|
|
2014
Q1 | $110K | Hold |
12,770
| – | – | 0.01% | 266 |
|
|
2013
Q4 | $134K | Hold |
12,770
| – | – | 0.01% | 262 |
|
|
2013
Q3 | $124K | Hold |
12,770
| – | – | 0.01% | 248 |
|
|
2013
Q2 | $118K | Buy |
+12,770
| New | +$118K | 0.01% | 250 |
|