Eagle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $891K | Buy |
63,718
+6,271
| +11% | +$82.8K | ﹤0.01% | 487 |
|
|
2024
Q2 | $773K | Buy |
57,447
+551
| +1% | +$6.67K | ﹤0.01% | 515 |
|
|
2024
Q1 | $650K | Sell |
56,896
-18,929
| -25% | -$203K | ﹤0.01% | 525 |
|
|
2023
Q4 | $734K | Sell |
75,825
-3,035
| -4% | -$29.4K | ﹤0.01% | 495 |
|
|
2023
Q3 | $777K | Sell |
78,860
-2,170
| -3% | -$20.1K | ﹤0.01% | 479 |
|
|
2023
Q2 | $697K | Sell |
81,030
-22,858
| -22% | -$189K | ﹤0.01% | 477 |
|
|
2023
Q1 | $831K | Buy |
103,888
+13,234
| +15% | +$112K | ﹤0.01% | 481 |
|
|
2022
Q4 | $733K | Buy |
90,654
+13,432
| +17% | +$85.5K | ﹤0.01% | 486 |
|
|
2022
Q3 | $424K | Sell |
77,222
-750
| -1% | -$4.52K | ﹤0.01% | 508 |
|
|
2022
Q2 | $460K | Sell |
77,972
-5,430
| -7% | -$32.8K | ﹤0.01% | 522 |
|
|
2022
Q1 | $522K | Sell |
83,402
-5,068
| -6% | -$36.1K | ﹤0.01% | 538 |
|
|
2021
Q4 | $598K | Buy |
88,470
+3,493
| +4% | +$23.7K | ﹤0.01% | 547 |
|
|
2021
Q3 | $595K | Buy |
84,977
+128
| +0.2% | +$891 | ﹤0.01% | 538 |
|
|
2021
Q2 | $584K | Buy |
84,849
+7,094
| +9% | +$50.9K | ﹤0.01% | 539 |
|
|
2021
Q1 | $559K | Buy |
77,755
+51,195
| +193% | +$357K | ﹤0.01% | 537 |
|
|
2020
Q4 | $163K | Sell |
26,560
-30,541
| -53% | -$179K | ﹤0.01% | 516 |
|
|
2020
Q3 | $327K | Sell |
57,101
-2,299
| -4% | -$13.2K | ﹤0.01% | 532 |
|
|
2020
Q2 | $336K | Sell |
59,400
-1,370
| -2% | -$7.4K | ﹤0.01% | 533 |
|
|
2020
Q1 | $291K | Sell |
60,770
-2,584
| -4% | -$16.6K | ﹤0.01% | 580 |
|
|
2019
Q4 | $469K | Buy |
63,354
+3,691
| +6% | +$26.6K | ﹤0.01% | 597 |
|
|
2019
Q3 | $408K | Buy |
59,663
+296
| +0.5% | +$2.02K | ﹤0.01% | 589 |
|
|
2019
Q2 | $419K | Sell |
59,367
-1,115
| -2% | -$7.89K | ﹤0.01% | 595 |
|
|
2019
Q1 | $425K | Buy |
60,482
+2,882
| +5% | +$20.6K | ﹤0.01% | 578 |
|
|
2018
Q4 | $374K | Sell |
57,600
-9,526
| -14% | -$71.1K | ﹤0.01% | 568 |
|
|
2018
Q3 | $539K | Buy |
67,126
+5,616
| +9% | +$44.4K | ﹤0.01% | 566 |
|
|
2018
Q2 | $477K | Buy |
61,510
+5,727
| +10% | +$47.6K | ﹤0.01% | 574 |
|
|
2018
Q1 | $474K | Buy |
55,783
+6,654
| +14% | +$59.5K | ﹤0.01% | 588 |
|
|
2017
Q4 | $435K | Sell |
49,129
-3,547
| -7% | -$28.7K | ﹤0.01% | 586 |
|
|
2017
Q3 | $405K | Buy |
52,676
+7,478
| +17% | +$57K | ﹤0.01% | 586 |
|
|
2017
Q2 | $355K | Buy |
45,198
+6,277
| +16% | +$46.6K | ﹤0.01% | 601 |
|
|
2017
Q1 | $282K | Sell |
38,921
-6,580
| -14% | -$51.1K | ﹤0.01% | 627 |
|
|
2016
Q4 | $347K | Buy |
45,501
+5,196
| +13% | +$37.7K | ﹤0.01% | 600 |
|
|
2016
Q3 | $272K | Buy |
40,305
+56
| +0.1% | +$363 | ﹤0.01% | 609 |
|
|
2016
Q2 | $230K | Hold |
40,249
| – | – | ﹤0.01% | 618 |
|
|
2016
Q1 | $241K | Buy |
40,249
+3,868
| +11% | +$24.1K | ﹤0.01% | 608 |
|
|
2015
Q4 | $276K | Hold |
36,381
| – | – | ﹤0.01% | 614 |
|
|
2015
Q3 | $277K | Sell |
36,381
-291
| -0.8% | -$2.45K | ﹤0.01% | 624 |
|
|
2015
Q2 | $326K | Buy |
36,672
+488
| +1% | +$4.24K | ﹤0.01% | 625 |
|
|
2015
Q1 | $280K | Buy |
+36,184
| New | +$271K | ﹤0.01% | 598 |
|
Other funds holding SMFG
CCMG
