Ellevest Inc’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 | $903K | Sell |
45,718
-1,055
| -2% | -$22.2K | 0.13% | 118 |
|
|
2025
Q4 | $904K | Sell |
46,773
-511
| -1% | -$8.86K | 0.13% | 116 |
|
|
2025
Q3 | $792K | Buy |
47,284
+4,928
| +12% | +$78.9K | 0.11% | 127 |
|
|
2025
Q2 | $640K | Sell |
42,356
-14,253
| -25% | -$205K | 0.1% | 149 |
|
|
2025
Q1 | $875K | Sell |
56,609
-5,759
| -9% | -$87.6K | 0.06% | 118 |
|
|
2024
Q4 | $904K | Buy |
62,368
+5,625
| +10% | +$77.3K | 0.05% | 113 |
|
|
2024
Q3 | $717K | Sell |
56,743
-9,427
| -14% | -$125K | 0.04% | 152 |
|
|
2024
Q2 | $887K | Buy |
66,170
+54,861
| +485% | +$664K | 0.05% | 111 |
|
|
2024
Q1 | $133K | Buy |
11,309
+1,182
| +12% | +$12.7K | 0.01% | 386 |
|
|
2023
Q4 | $98K | Buy |
+10,127
| New | +$98.2K | 0.01% | 375 |
|
|
2023
Q2 | – | Sell |
-2,378
| Closed | -$19K | – | 1441 |
|
|
2023
Q1 | $19K | Buy |
+2,378
| New | +$20.1K | ﹤0.01% | 852 |
|
|
2022
Q4 | – | Sell |
-162
| Closed | -$1K | – | 1960 |
|
|
2022
Q3 | $1K | Hold |
162
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q2 | $1K | Sell |
162
-729
| -82% | -$4.4K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $6K | Sell |
891
-715
| -45% | -$5.09K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $11K | Sell |
1,606
-8,553
| -84% | -$57.9K | ﹤0.01% | 842 |
|
|
2021
Q3 | $71K | Sell |
10,159
-30,545
| -75% | -$213K | 0.01% | 422 |
|
|
2021
Q2 | $280K | Buy |
40,704
+25,617
| +170% | +$184K | 0.03% | 185 |
|
|
2021
Q1 | $109K | Sell |
15,087
-2,665
| -15% | -$18.6K | 0.01% | 328 |
|
|
2020
Q4 | $110K | Buy |
17,752
+11,433
| +181% | +$67.1K | 0.02% | 286 |
|
|
2020
Q3 | $35K | Buy |
6,319
+2,232
| +55% | +$12.8K | 0.01% | 432 |
|
|
2020
Q2 | $23K | Sell |
4,087
-3,814
| -48% | -$20.6K | ﹤0.01% | 475 |
|
|
2020
Q1 | $38K | Buy |
7,901
+3,383
| +75% | +$21.8K | 0.01% | 289 |
|
|
2019
Q4 | $33K | Buy |
+4,518
| New | +$32.5K | 0.01% | 297 |
|
|
2019
Q3 | – | Sell |
-804
| Closed | -$6K | – | 592 |
|
|
2019
Q2 | $6K | Buy |
+804
| New | +$5.69K | ﹤0.01% | 291 |
|
Other funds holding SMFG
CCMG
