Commonwealth Equity Services’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 | $363K | Buy |
18,372
+958
| +6% | +$20.1K | ﹤0.01% | 3510 |
|
|
2025
Q4 | $337K | Buy |
17,414
+2,416
| +16% | +$41.9K | ﹤0.01% | 3555 |
|
|
2025
Q3 | $251K | Buy |
14,998
+3,375
| +29% | +$54.1K | ﹤0.01% | 3780 |
|
|
2025
Q2 | $176K | Sell |
11,623
-2,003
| -15% | -$28.8K | ﹤0.01% | 3946 |
|
|
2025
Q1 | $211K | Sell |
13,626
-34
| -0.2% | -$517 | ﹤0.01% | 3791 |
|
|
2024
Q4 | $198K | Buy |
13,660
+192
| +1% | +$2.64K | ﹤0.01% | 3765 |
|
|
2024
Q3 | $170K | Buy |
13,468
+1,628
| +14% | +$21.5K | ﹤0.01% | 3762 |
|
|
2024
Q2 | $159K | Buy |
11,840
+675
| +6% | +$8.18K | ﹤0.01% | 3708 |
|
|
2024
Q1 | $131K | Buy |
+11,165
| New | +$120K | ﹤0.01% | 3750 |
|
|
2023
Q4 | – | Sell |
-14,133
| Closed | -$139K | – | 4006 |
|
|
2023
Q3 | $139K | Buy |
14,133
+1,235
| +10% | +$11.4K | ﹤0.01% | 3496 |
|
|
2023
Q2 | $111K | Buy |
12,898
+2,628
| +26% | +$21.7K | ﹤0.01% | 3555 |
|
|
2023
Q1 | $82 | Sell |
10,270
-381
| -4% | -$3.22K | ﹤0.01% | 3523 |
|
|
2022
Q4 | $85K | Sell |
10,651
-5,019
| -32% | -$32K | ﹤0.01% | 3439 |
|
|
2022
Q3 | $86K | Sell |
15,670
-1,526
| -9% | -$9.2K | ﹤0.01% | 3401 |
|
|
2022
Q2 | $101K | Sell |
17,196
-5,113
| -23% | -$30.9K | ﹤0.01% | 3371 |
|
|
2022
Q1 | $139K | Sell |
22,309
-6,959
| -24% | -$49.6K | ﹤0.01% | 3420 |
|
|
2021
Q4 | $198K | Sell |
29,268
-8,314
| -22% | -$56.3K | ﹤0.01% | 3310 |
|
|
2021
Q3 | $263K | Buy |
37,582
+5,145
| +16% | +$35.8K | ﹤0.01% | 3044 |
|
|
2021
Q2 | $223K | Buy |
32,437
+18,886
| +139% | +$135K | ﹤0.01% | 3172 |
|
|
2021
Q1 | $98K | Buy |
13,551
+736
| +6% | +$5.13K | ﹤0.01% | 3267 |
|
|
2020
Q4 | $79K | Buy |
12,815
+936
| +8% | +$5.49K | ﹤0.01% | 3094 |
|
|
2020
Q3 | $66K | Buy |
11,879
+361
| +3% | +$2.07K | ﹤0.01% | 2926 |
|
|
2020
Q2 | $64K | Sell |
11,518
-796
| -6% | -$4.3K | ﹤0.01% | 2824 |
|
|
2020
Q1 | $58K | Sell |
12,314
-2,131
| -15% | -$13.7K | ﹤0.01% | 2664 |
|
|
2019
Q4 | $107K | Buy |
14,445
+653
| +5% | +$4.7K | ﹤0.01% | 2737 |
|
|
2019
Q3 | $94K | Sell |
13,792
-893
| -6% | -$6.1K | ﹤0.01% | 2687 |
|
|
2019
Q2 | $103K | Buy |
14,685
+963
| +7% | +$6.82K | ﹤0.01% | 2632 |
|
|
2019
Q1 | $96K | Sell |
13,722
-5,774
| -30% | -$41.3K | ﹤0.01% | 2605 |
|
|
2018
Q4 | $126K | Buy |
19,496
+3,698
| +23% | +$27.6K | ﹤0.01% | 2446 |
|
|
2018
Q3 | $126K | Buy |
15,798
+2,641
| +20% | +$20.9K | ﹤0.01% | 2607 |
|
|
2018
Q2 | $102K | Buy |
13,157
+2,863
| +28% | +$23.8K | ﹤0.01% | 2605 |
|
|
2018
Q1 | $87K | Buy |
+10,294
| New | +$92K | ﹤0.01% | 2551 |
|
Other funds holding SMFG
CCMG
