Creative Planning’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 | $7.49M | Sell |
495,765
-75,782
| -13% | -$1.15M | 0.01% | 612 |
|
|
2025
Q1 | $8.84M | Buy |
571,547
+94,319
| +20% | +$1.46M | 0.01% | 527 |
|
|
2024
Q4 | $6.92M | Buy |
477,228
+100,738
| +27% | +$1.46M | 0.01% | 561 |
|
|
2024
Q3 | $4.76M | Buy |
376,490
+18,575
| +5% | +$235K | ﹤0.01% | 655 |
|
|
2024
Q2 | $4.8M | Buy |
357,915
+49,563
| +16% | +$665K | 0.01% | 626 |
|
|
2024
Q1 | $3.63M | Buy |
308,352
+63,361
| +26% | +$746K | ﹤0.01% | 719 |
|
|
2023
Q4 | $2.37M | Buy |
244,991
+18,171
| +8% | +$176K | ﹤0.01% | 849 |
|
|
2023
Q3 | $2.23M | Buy |
226,820
+30,733
| +16% | +$303K | ﹤0.01% | 810 |
|
|
2023
Q2 | $1.69M | Buy |
196,087
+37,916
| +24% | +$326K | ﹤0.01% | 893 |
|
|
2023
Q1 | $1.27M | Buy |
158,171
+31,136
| +25% | +$249K | ﹤0.01% | 958 |
|
|
2022
Q4 | $1.02M | Buy |
127,035
+2,591
| +2% | +$20.8K | ﹤0.01% | 1022 |
|
|
2022
Q3 | $684K | Buy |
124,444
+42,815
| +52% | +$235K | ﹤0.01% | 1141 |
|
|
2022
Q2 | $482K | Buy |
81,629
+30,860
| +61% | +$182K | ﹤0.01% | 1334 |
|
|
2022
Q1 | $318K | Buy |
50,769
+2,942
| +6% | +$18.4K | ﹤0.01% | 1599 |
|
|
2021
Q4 | $325K | Buy |
47,827
+993
| +2% | +$6.75K | ﹤0.01% | 1566 |
|
|
2021
Q3 | $328K | Buy |
46,834
+21,187
| +83% | +$148K | ﹤0.01% | 1538 |
|
|
2021
Q2 | $177K | Sell |
25,647
-18,056
| -41% | -$125K | ﹤0.01% | 1804 |
|
|
2021
Q1 | $317K | Buy |
43,703
+3,540
| +9% | +$25.7K | ﹤0.01% | 1741 |
|
|
2020
Q4 | $248K | Sell |
40,163
-3,286
| -8% | -$20.3K | ﹤0.01% | 1718 |
|
|
2020
Q3 | $243K | Buy |
43,449
+25,033
| +136% | +$140K | ﹤0.01% | 1544 |
|
|
2020
Q2 | $103K | Buy |
+18,416
| New | +$103K | ﹤0.01% | 1634 |
|
|
2019
Q2 | – | Sell |
-16,021
| Closed | -$113K | – | 1954 |
|
|
2019
Q1 | $113K | Sell |
16,021
-599
| -4% | -$4.23K | ﹤0.01% | 1670 |
|
|
2018
Q4 | $108K | Buy |
16,620
+6,288
| +61% | +$40.9K | ﹤0.01% | 1612 |
|
|
2018
Q3 | $83K | Buy |
+10,332
| New | +$83K | ﹤0.01% | 1794 |
|
|
2017
Q4 | – | Sell |
-89,856
| Closed | -$693K | – | 1966 |
|
|
2017
Q3 | $693K | Buy |
89,856
+78,962
| +725% | +$609K | ﹤0.01% | 878 |
|
|
2017
Q2 | $86K | Buy |
10,894
+2,249
| +26% | +$17.8K | ﹤0.01% | 2082 |
|
|
2017
Q1 | $63K | Sell |
8,645
-554
| -6% | -$4.04K | ﹤0.01% | 2287 |
|
|
2016
Q4 | $70K | Buy |
9,199
+7,126
| +344% | +$54.2K | ﹤0.01% | 2105 |
|
|
2016
Q3 | $14K | Buy |
+2,073
| New | +$14K | ﹤0.01% | 3237 |
|
|
2015
Q4 | – | Sell |
-341
| Closed | -$3K | – | 4404 |
|
|
2015
Q3 | $3K | Sell |
341
-234,208
| -100% | -$2.06M | ﹤0.01% | 3780 |
|
|
2015
Q2 | $2.09M | Buy |
234,549
+159,778
| +214% | +$1.42M | 0.02% | 288 |
|
|
2015
Q1 | $579K | Buy |
74,771
+72,169
| +2,774% | +$559K | 0.01% | 677 |
|
|
2014
Q4 | $19K | Sell |
2,602
-28,266
| -92% | -$206K | ﹤0.01% | 2670 |
|
|
2014
Q3 | $253K | Sell |
30,868
-56,449
| -65% | -$463K | ﹤0.01% | 949 |
|
|
2014
Q2 | $740K | Buy |
87,317
+47,317
| +118% | +$401K | 0.01% | 493 |
|
|
2014
Q1 | $346K | Buy |
+40,000
| New | +$346K | 0.01% | 766 |
|