Cresset Asset Management’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 | $329K | Buy |
+16,633
| New | +$349K | ﹤0.01% | 1232 |
|
|
2025
Q4 | – | Sell |
-10,079
| Closed | -$172K | – | 1697 |
|
|
2025
Q3 | $172K | Buy |
+10,079
| New | +$161K | ﹤0.01% | 1448 |
|
|
2025
Q2 | – | Sell |
-15,348
| Closed | -$240K | – | 1742 |
|
|
2025
Q1 | $240K | Sell |
15,348
-1,106
| -7% | -$16.8K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $238K | Sell |
16,454
-165,492
| -91% | -$2.27M | ﹤0.01% | 1480 |
|
|
2024
Q3 | $2.3M | Sell |
181,946
-900
| -0.5% | -$11.9K | 0.01% | 742 |
|
|
2024
Q2 | $2.46M | Buy |
182,846
+33,591
| +23% | +$407K | 0.01% | 637 |
|
|
2024
Q1 | $1.76M | Buy |
149,255
+25,616
| +21% | +$275K | 0.01% | 711 |
|
|
2023
Q4 | $1.2M | Buy |
123,639
+2,418
| +2% | +$23.4K | 0.01% | 822 |
|
|
2023
Q3 | $1.19M | Buy |
121,221
+22,795
| +23% | +$211K | 0.01% | 764 |
|
|
2023
Q2 | $859K | Buy |
+98,426
| New | +$813K | 0.01% | 1017 |
|
|
2022
Q4 | – | Sell |
-13,480
| Closed | -$74K | – | 864 |
|
|
2022
Q3 | $74K | Buy |
13,480
+817
| +6% | +$4.93K | ﹤0.01% | 846 |
|
|
2022
Q2 | $77K | Sell |
12,663
-13,435
| -51% | -$81.2K | ﹤0.01% | 891 |
|
|
2022
Q1 | $164K | Buy |
26,098
+2,312
| +10% | +$16.5K | ﹤0.01% | 922 |
|
|
2021
Q4 | $161K | Sell |
23,786
-69,768
| -75% | -$473K | ﹤0.01% | 1067 |
|
|
2021
Q3 | $656K | Buy |
93,554
+8,189
| +10% | +$57K | 0.01% | 527 |
|
|
2021
Q2 | $603K | Sell |
85,365
-5,960
| -7% | -$42.7K | 0.01% | 501 |
|
|
2021
Q1 | $662K | Buy |
91,325
+8,797
| +11% | +$61.3K | 0.01% | 397 |
|
|
2020
Q4 | $509K | Buy |
82,528
+1,758
| +2% | +$10.3K | 0.01% | 390 |
|
|
2020
Q3 | $452K | Buy |
80,770
+10,271
| +15% | +$58.9K | 0.01% | 396 |
|
|
2020
Q2 | $419K | Sell |
70,499
-42,575
| -38% | -$230K | 0.01% | 374 |
|
|
2020
Q1 | $542K | Buy |
113,074
+70,742
| +167% | +$456K | 0.02% | 268 |
|
|
2019
Q4 | $314K | Sell |
42,332
-7,080
| -14% | -$50.9K | 0.01% | 412 |
|
|
2019
Q3 | $338K | Buy |
49,412
+24,006
| +94% | +$164K | 0.01% | 349 |
|
|
2019
Q2 | $183K | Buy |
25,406
+6,890
| +37% | +$48.8K | 0.01% | 453 |
|
|
2019
Q1 | $130K | Buy |
18,516
+14,699
| +385% | +$105K | 0.01% | 485 |
|
|
2018
Q4 | $25K | Buy |
+3,817
| New | +$28.5K | ﹤0.01% | 665 |
|
Other funds holding SMFG
CCMG
