Dorsey & Whitney Trust’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 | $1.51M | Buy |
76,317
+820
| +1% | +$17.2K | 0.08% | 212 |
|
|
2025
Q4 | $1.46M | Buy |
75,497
+6,196
| +9% | +$107K | 0.08% | 214 |
|
|
2025
Q3 | $1.16M | Sell |
69,301
-479
| -0.7% | -$7.67K | 0.06% | 254 |
|
|
2025
Q2 | $1.05M | Sell |
69,780
-5,685
| -8% | -$81.7K | 0.06% | 270 |
|
|
2025
Q1 | $1.17M | Sell |
75,465
-792
| -1% | -$12K | 0.07% | 241 |
|
|
2024
Q4 | $1.1M | Buy |
76,257
+276
| +0.4% | +$3.79K | 0.06% | 245 |
|
|
2024
Q3 | $960K | Buy |
75,981
+3,446
| +5% | +$45.5K | 0.05% | 267 |
|
|
2024
Q2 | $973K | Sell |
72,535
-9,354
| -11% | -$113K | 0.07% | 226 |
|
|
2024
Q1 | $964K | Sell |
81,889
-39
| -0% | -$418 | 0.07% | 223 |
|
|
2023
Q4 | $793K | Buy |
81,928
+627
| +0.8% | +$6.08K | 0.06% | 236 |
|
|
2023
Q3 | $801K | Buy |
81,301
+2,299
| +3% | +$21.3K | 0.07% | 226 |
|
|
2023
Q2 | $679K | Buy |
79,002
+5,705
| +8% | +$47.1K | 0.06% | 259 |
|
|
2023
Q1 | $586K | Buy |
73,297
+7,701
| +12% | +$65.2K | 0.05% | 284 |
|
|
2022
Q4 | $526K | Sell |
65,596
-10,869
| -14% | -$69.2K | 0.05% | 289 |
|
|
2022
Q3 | $421K | Buy |
76,465
+17,389
| +29% | +$105K | 0.04% | 314 |
|
|
2022
Q2 | $349K | Buy |
59,076
+1,456
| +3% | +$8.8K | 0.04% | 360 |
|
|
2022
Q1 | $361K | Buy |
57,620
+356
| +0.6% | +$2.54K | 0.03% | 366 |
|
|
2021
Q4 | $390K | Sell |
57,264
-68
| -0.1% | -$461 | 0.03% | 350 |
|
|
2021
Q3 | $402K | Buy |
57,332
+381
| +0.7% | +$2.65K | 0.04% | 330 |
|
|
2021
Q2 | $392K | Hold |
56,951
| – | – | 0.04% | 335 |
|
|
2021
Q1 | $413K | Sell |
56,951
-58
| -0.1% | -$404 | 0.04% | 317 |
|
|
2020
Q4 | $352K | Sell |
57,009
-5,389
| -9% | -$31.6K | 0.04% | 306 |
|
|
2020
Q3 | $349K | Buy |
62,398
+2,212
| +4% | +$12.7K | 0.05% | 271 |
|
|
2020
Q2 | $338K | Buy |
60,186
+20,407
| +51% | +$110K | 0.05% | 285 |
|
|
2020
Q1 | $191K | Buy |
39,779
+11,873
| +43% | +$76.5K | 0.03% | 353 |
|
|
2019
Q4 | $207K | Buy |
27,906
+8,895
| +47% | +$64K | 0.03% | 407 |
|
|
2019
Q3 | $130K | Sell |
19,011
-13,290
| -41% | -$90.8K | 0.02% | 410 |
|
|
2019
Q2 | $228K | Buy |
32,301
+2,020
| +7% | +$14.3K | 0.04% | 337 |
|
|
2019
Q1 | $213K | Buy |
30,281
+11,063
| +58% | +$79.1K | 0.03% | 354 |
|
|
2018
Q4 | $125K | Sell |
19,218
-12,022
| -38% | -$89.7K | 0.02% | 358 |
|
|
2018
Q3 | $251K | Sell |
31,240
-343
| -1% | -$2.71K | 0.04% | 328 |
|
|
2018
Q2 | $245K | Buy |
31,583
+2,032
| +7% | +$16.9K | 0.04% | 307 |
|
|
2018
Q1 | $251K | Hold |
29,551
| – | – | 0.05% | 285 |
|
|
2017
Q4 | $257K | Buy |
29,551
+10,775
| +57% | +$87.3K | 0.05% | 270 |
|
|
2017
Q3 | $145K | Sell |
18,776
-67
| -0.4% | -$511 | 0.03% | 330 |
|
|
2017
Q2 | $148K | Buy |
18,843
+8,778
| +87% | +$65.2K | 0.03% | 324 |
|
|
2017
Q1 | $73K | Hold |
10,065
| – | – | 0.01% | 323 |
|
|
2016
Q4 | $77K | Hold |
10,065
| – | – | 0.02% | 284 |
|
|
2016
Q3 | $68K | Buy |
+10,065
| New | +$65.3K | 0.02% | 292 |
|
|
2016
Q2 | – | Sell |
-20,011
| Closed | -$120K | – | 297 |
|
|
2016
Q1 | $120K | Sell |
20,011
-17,436
| -47% | -$109K | 0.03% | 248 |
|
|
2015
Q4 | $285K | Sell |
37,447
-5,892
| -14% | -$46.4K | 0.08% | 178 |
|
|
2015
Q3 | $331K | Buy |
43,339
+973
| +2% | +$8.18K | 0.09% | 150 |
|
|
2015
Q2 | $376K | Sell |
42,366
-1,423
| -3% | -$12.4K | 0.1% | 160 |
|
|
2015
Q1 | $339K | Buy |
43,789
+1,240
| +3% | +$9.27K | 0.09% | 169 |
|
|
2014
Q4 | $309K | Hold |
42,549
| – | – | 0.08% | 174 |
|
|
2014
Q3 | $349K | Hold |
42,549
| – | – | 0.09% | 166 |
|
|
2014
Q2 | $361K | Buy |
42,549
+1,815
| +4% | +$15K | 0.08% | 163 |
|
|
2014
Q1 | $352K | Hold |
40,734
| – | – | 0.08% | 163 |
|
|
2013
Q4 | $427K | Buy |
40,734
+16,594
| +69% | +$165K | 0.12% | 145 |
|
|
2013
Q3 | $235K | Buy |
24,140
+5,152
| +27% | +$48.9K | 0.07% | 217 |
|
|
2013
Q2 | $175K | Buy |
+18,988
| New | +$170K | 0.06% | 228 |
|
Other funds holding SMFG
CCMG
