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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $859K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $164K | Buy |
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|
2021
Q4 | $161K | Sell |
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|
2021
Q3 | $656K | Buy |
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|
2021
Q2 | $603K | Sell |
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|
2021
Q1 | $662K | Buy |
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|
2020
Q4 | $509K | Buy |
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|
2020
Q3 | $452K | Buy |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $542K | Buy |
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|
2019
Q4 | $314K | Sell |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $183K | Buy |
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|
2019
Q1 | $130K | Buy |
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|
2018
Q4 | $25K | Buy |
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