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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1M | Buy |
764,584
+101,762
| +15% | +$2.14M | 0.01% | 532 |
|
|
2025
Q4 | $12.8M | Buy |
662,822
+101,604
| +18% | +$1.76M | 0.01% | 526 |
|
|
2025
Q3 | $9.39M | Buy |
561,218
+65,453
| +13% | +$1.05M | 0.01% | 593 |
|
|
2025
Q2 | $7.49M | Sell |
495,765
-75,782
| -13% | -$1.09M | 0.01% | 612 |
|
|
2025
Q1 | $8.84M | Buy |
571,547
+94,319
| +20% | +$1.43M | 0.01% | 527 |
|
|
2024
Q4 | $6.92M | Buy |
477,228
+100,738
| +27% | +$1.38M | 0.01% | 561 |
|
|
2024
Q3 | $4.76M | Buy |
376,490
+18,575
| +5% | +$245K | ﹤0.01% | 655 |
|
|
2024
Q2 | $4.8M | Buy |
357,915
+49,563
| +16% | +$600K | 0.01% | 627 |
|
|
2024
Q1 | $3.63M | Buy |
308,352
+63,361
| +26% | +$680K | ﹤0.01% | 720 |
|
|
2023
Q4 | $2.37M | Buy |
244,991
+18,171
| +8% | +$176K | ﹤0.01% | 851 |
|
|
2023
Q3 | $2.23M | Buy |
226,820
+30,733
| +16% | +$284K | ﹤0.01% | 812 |
|
|
2023
Q2 | $1.69M | Buy |
196,087
+37,916
| +24% | +$313K | ﹤0.01% | 896 |
|
|
2023
Q1 | $1.27M | Buy |
158,171
+31,136
| +25% | +$264K | ﹤0.01% | 961 |
|
|
2022
Q4 | $1.02M | Buy |
127,035
+2,591
| +2% | +$16.5K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $684K | Buy |
124,444
+42,815
| +52% | +$258K | ﹤0.01% | 1148 |
|
|
2022
Q2 | $482K | Buy |
81,629
+30,860
| +61% | +$186K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $318K | Buy |
50,769
+2,942
| +6% | +$21K | ﹤0.01% | 1600 |
|
|
2021
Q4 | $325K | Buy |
47,827
+993
| +2% | +$6.73K | ﹤0.01% | 1566 |
|
|
2021
Q3 | $328K | Buy |
46,834
+21,187
| +83% | +$147K | ﹤0.01% | 1539 |
|
|
2021
Q2 | $177K | Sell |
25,647
-18,056
| -41% | -$129K | ﹤0.01% | 1813 |
|
|
2021
Q1 | $317K | Buy |
43,703
+3,540
| +9% | +$24.7K | ﹤0.01% | 1769 |
|
|
2020
Q4 | $248K | Sell |
40,163
-3,286
| -8% | -$19.3K | ﹤0.01% | 1746 |
|
|
2020
Q3 | $243K | Buy |
43,449
+25,033
| +136% | +$143K | ﹤0.01% | 1567 |
|
|
2020
Q2 | $103K | Buy |
+18,416
| New | +$99.5K | ﹤0.01% | 1658 |
|
|
2019
Q2 | – | Sell |
-16,021
| Closed | -$113K | – | 2114 |
|
|
2019
Q1 | $113K | Sell |
16,021
-599
| -4% | -$4.28K | ﹤0.01% | 1686 |
|
|
2018
Q4 | $108K | Buy |
16,620
+6,288
| +61% | +$46.9K | ﹤0.01% | 1620 |
|
|
2018
Q3 | $83K | Buy |
+10,332
| New | +$81.7K | ﹤0.01% | 1819 |
|
|
2017
Q4 | – | Sell |
-89,856
| Closed | -$693K | – | 1999 |
|
|
2017
Q3 | $693K | Buy |
89,856
+78,962
| +725% | +$602K | ﹤0.01% | 886 |
|
|
2017
Q2 | $86K | Buy |
10,894
+2,249
| +26% | +$16.7K | ﹤0.01% | 2096 |
|
|
2017
Q1 | $63K | Sell |
8,645
-554
| -6% | -$4.3K | ﹤0.01% | 2304 |
|
|
2016
Q4 | $70K | Buy |
9,199
+7,126
| +344% | +$51.8K | ﹤0.01% | 2120 |
|
|
2016
Q3 | $14K | Buy |
+2,073
| New | +$13.4K | ﹤0.01% | 3282 |
|
|
2015
Q4 | – | Sell |
-341
| Closed | -$3K | – | 4563 |
|
|
2015
Q3 | $3K | Sell |
341
-234,208
| -100% | -$1.97M | ﹤0.01% | 3846 |
|
|
2015
Q2 | $2.08M | Buy |
234,549
+159,778
| +214% | +$1.39M | 0.02% | 288 |
|
|
2015
Q1 | $579K | Buy |
74,771
+72,169
| +2,774% | +$540K | 0.01% | 678 |
|
|
2014
Q4 | $19K | Sell |
2,602
-28,266
| -92% | -$214K | ﹤0.01% | 2702 |
|
|
2014
Q3 | $253K | Sell |
30,868
-56,449
| -65% | -$463K | ﹤0.01% | 950 |
|
|
2014
Q2 | $740K | Buy |
87,317
+47,317
| +118% | +$390K | 0.01% | 494 |
|
|
2014
Q1 | $346K | Buy |
+40,000
| New | +$374K | 0.01% | 767 |
|
Other funds holding SMFG
CCMG
