Creative Planning’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 | $9.39M | Buy |
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|
2025
Q2 | $7.49M | Sell |
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|
2025
Q1 | $8.84M | Buy |
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|
2024
Q4 | $6.92M | Buy |
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|
2024
Q3 | $4.76M | Buy |
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|
2024
Q2 | $4.8M | Buy |
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|
2024
Q1 | $3.63M | Buy |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $684K | Buy |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $177K | Sell |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q2 | $103K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $113K | Sell |
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|
2018
Q4 | $108K | Buy |
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|
2018
Q3 | $83K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $693K | Buy |
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|
2017
Q2 | $86K | Buy |
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|
2017
Q1 | $63K | Sell |
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|
2016
Q4 | $70K | Buy |
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|
2016
Q3 | $14K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Sell |
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|
2015
Q2 | $2.08M | Buy |
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|
2015
Q1 | $579K | Buy |
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|
2014
Q4 | $19K | Sell |
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|
2014
Q3 | $253K | Sell |
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|
2014
Q2 | $740K | Buy |
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|
2014
Q1 | $346K | Buy |
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