Covenant Partners’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 | $624K | Hold |
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|
2025
Q2 | $563K | Hold |
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|
2025
Q1 | $576K | Hold |
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|
2024
Q4 | $540K | Hold |
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|
2024
Q3 | $471K | Hold |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $479K | Hold |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $403K | Hold |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $621K | Hold |
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|
2021
Q3 | $641K | Hold |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $663K | Hold |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $458K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $444K | Buy |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q2 | $160K | Hold |
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|
2019
Q1 | $159K | Buy |
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