Eagle Global Advisors’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
Q3
$5.11M Sell
2025
Q2
$4.7M Hold
2025
Q1
$4.81M Sell
2024
Q4
$4.87M Hold
2024
Q3
$4.24M Buy
2024
Q2
$3.78M Buy
2024
Q1
$3.18M Buy
2023
Q4
$2.03M Buy
2023
Q3
$2.01M Hold
2023
Q2
$1.75M Buy
2016
Q1
Sell
2015
Q4
$1.53M Buy
2015
Q1
Sell
2014
Q4
$881K Sell
2014
Q3
$6.88M Sell
2014
Q2
$7.13M Sell
2014
Q1
$7.36M Sell
2013
Q4
$9.5M Buy
2013
Q3
$8.8M Sell
2013
Q2
$8.48M Buy