Eagle Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Hold |
311,000
| – | – | 0.19% | 90 |
|
|
2025
Q1 | $4.81M | Sell |
311,000
-25,000
| -7% | -$387K | 0.2% | 83 |
|
|
2024
Q4 | $4.87M | Hold |
336,000
| – | – | 0.2% | 85 |
|
|
2024
Q3 | $4.24M | Buy |
336,000
+54,000
| +19% | +$682K | 0.21% | 83 |
|
|
2024
Q2 | $3.78M | Buy |
282,000
+12,000
| +4% | +$161K | 0.2% | 86 |
|
|
2024
Q1 | $3.18M | Buy |
270,000
+60,000
| +29% | +$706K | 0.18% | 90 |
|
|
2023
Q4 | $2.03M | Buy |
210,000
+6,000
| +3% | +$58.1K | 0.12% | 121 |
|
|
2023
Q3 | $2.01M | Hold |
204,000
| – | – | 0.13% | 110 |
|
|
2023
Q2 | $1.75M | Buy |
+204,000
| New | +$1.75M | 0.12% | 120 |
|
|
2016
Q1 | – | Sell |
-201,326
| Closed | -$1.53M | – | 394 |
|
|
2015
Q4 | $1.53M | Buy |
+201,326
| New | +$1.53M | 0.05% | 140 |
|
|
2015
Q1 | – | Sell |
-121,050
| Closed | -$881K | – | 382 |
|
|
2014
Q4 | $881K | Sell |
121,050
-718,597
| -86% | -$5.23M | 0.02% | 173 |
|
|
2014
Q3 | $6.89M | Sell |
839,647
-2,511
| -0.3% | -$20.6K | 0.17% | 90 |
|
|
2014
Q2 | $7.13M | Sell |
842,158
-8,825
| -1% | -$74.7K | 0.18% | 85 |
|
|
2014
Q1 | $7.36M | Sell |
850,983
-55,067
| -6% | -$476K | 0.23% | 78 |
|
|
2013
Q4 | $9.5M | Buy |
906,050
+2,047
| +0.2% | +$21.5K | 0.3% | 60 |
|
|
2013
Q3 | $8.8M | Sell |
904,003
-16,207
| -2% | -$158K | 0.31% | 56 |
|
|
2013
Q2 | $8.48M | Buy |
+920,210
| New | +$8.48M | 0.32% | 53 |
|