Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.5M | Buy |
2,201,284
+142,969
| +7% | +$3M | 0.01% | 876 |
|
|
2025
Q4 | $39.8M | Buy |
2,058,315
+63,250
| +3% | +$1.1M | 0.01% | 851 |
|
|
2025
Q3 | $33.4M | Sell |
1,995,065
-307,346
| -13% | -$4.92M | 0.01% | 968 |
|
|
2025
Q2 | $34.8M | Buy |
2,302,411
+378,909
| +20% | +$5.45M | 0.01% | 927 |
|
|
2025
Q1 | $29.7M | Buy |
1,923,502
+119,818
| +7% | +$1.82M | 0.01% | 949 |
|
|
2024
Q4 | $26.1M | Buy |
1,803,684
+70,946
| +4% | +$975K | 0.01% | 1031 |
|
|
2024
Q3 | $21.9M | Buy |
1,732,738
+294,105
| +20% | +$3.88M | 0.01% | 1119 |
|
|
2024
Q2 | $19.3M | Sell |
1,438,633
-124,645
| -8% | -$1.51M | 0.01% | 1147 |
|
|
2024
Q1 | $18.4M | Buy |
1,563,278
+341,242
| +28% | +$3.66M | 0.01% | 1164 |
|
|
2023
Q4 | $11.8M | Sell |
1,222,036
-705,691
| -37% | -$6.84M | ﹤0.01% | 1330 |
|
|
2023
Q3 | $19M | Sell |
1,927,727
-17,052
| -0.9% | -$158K | 0.01% | 1000 |
|
|
2023
Q2 | $16.7M | Sell |
1,944,779
-232,278
| -11% | -$1.92M | 0.01% | 1018 |
|
|
2023
Q1 | $13.5M | Buy |
2,177,057
+302,550
| +16% | +$2.56M | 0.01% | 1087 |
|
|
2022
Q4 | $15M | Sell |
1,874,507
-64,691
| -3% | -$412K | 0.01% | 993 |
|
|
2022
Q3 | $10.7M | Buy |
1,939,198
+483,185
| +33% | +$2.91M | 0.01% | 1096 |
|
|
2022
Q2 | $8.59M | Sell |
1,456,013
-54,981
| -4% | -$332K | ﹤0.01% | 1223 |
|
|
2022
Q1 | $9.47M | Buy |
1,510,994
+275,668
| +22% | +$1.96M | ﹤0.01% | 1234 |
|
|
2021
Q4 | $8.39M | Sell |
1,235,326
-68,300
| -5% | -$463K | ﹤0.01% | 1284 |
|
|
2021
Q3 | $9.14M | Buy |
1,303,626
+178,739
| +16% | +$1.24M | 0.01% | 1197 |
|
|
2021
Q2 | $7.75M | Buy |
1,124,887
+210,902
| +23% | +$1.51M | ﹤0.01% | 1276 |
|
|
2021
Q1 | $6.63M | Buy |
913,985
+48,937
| +6% | +$341K | ﹤0.01% | 1269 |
|
|
2020
Q4 | $5.34M | Sell |
865,048
-360,531
| -29% | -$2.12M | ﹤0.01% | 1249 |
|
|
2020
Q3 | $6.85M | Sell |
1,225,579
-230,022
| -16% | -$1.32M | 0.01% | 985 |
|
|
2020
Q2 | $8.18M | Sell |
1,455,601
-64,475
| -4% | -$348K | 0.01% | 860 |
|
|
2020
Q1 | $7.28M | Sell |
1,520,076
-11,087
| -0.7% | -$71.4K | 0.01% | 810 |
|
|
2019
Q4 | $11.3M | Sell |
1,531,163
-101,025
| -6% | -$727K | 0.01% | 747 |
|
|
2019
Q3 | $11.2M | Sell |
1,632,188
-931,157
| -36% | -$6.36M | 0.01% | 709 |
|
|
2019
Q2 | $18.1M | Buy |
2,563,345
+158,047
| +7% | +$1.12M | 0.02% | 509 |
|
|
2019
Q1 | $16.9M | Buy |
2,405,298
+689,195
| +40% | +$4.93M | 0.02% | 504 |
|
|
2018
Q4 | $11.2M | Buy |
1,716,103
+1,698,505
| +9,652% | +$12.7M | 0.02% | 566 |
|
|
2018
Q3 | $141K | Sell |
17,598
-580,633
| -97% | -$4.59M | ﹤0.01% | 1220 |
|
|
2018
Q2 | $4.65M | Sell |
598,231
-16,920
| -3% | -$141K | 0.01% | 511 |
|
|
2018
Q1 | $5.22M | Sell |
615,151
-136,682
| -18% | -$1.22M | 0.01% | 385 |
|
|
2017
Q4 | $6.53M | Buy |
751,833
+103,276
| +16% | +$837K | 0.01% | 503 |
|
|
2017
Q3 | $5M | Sell |
648,557
-313,536
| -33% | -$2.39M | 0.01% | 551 |
|
|
2017
Q2 | $7.56M | Buy |
962,093
+492,726
| +105% | +$3.66M | 0.02% | 444 |
|
|
2017
Q1 | $3.4M | Buy |
469,367
+28,259
| +6% | +$219K | 0.01% | 714 |
|
|
2016
Q4 | $3.37M | Buy |
441,108
+218,748
| +98% | +$1.59M | 0.01% | 695 |
|
|
2016
Q3 | $1.5M | Sell |
222,360
-120,825
| -35% | -$784K | 0.01% | 1069 |
|
|
2016
Q2 | $1.96M | Buy |
343,185
+9,726
| +3% | +$59.4K | 0.01% | 1048 |
|
|
2016
Q1 | $2M | Sell |
333,459
-443,351
| -57% | -$2.76M | 0.01% | 989 |
|
|
2015
Q4 | $5.9M | Buy |
776,810
+104,865
| +16% | +$825K | 0.03% | 513 |
|
|
2015
Q3 | $5.13M | Buy |
671,945
+74,256
| +12% | +$624K | 0.03% | 542 |
|
|
2015
Q2 | $5.31M | Sell |
597,689
-146,815
| -20% | -$1.27M | 0.03% | 576 |
|
|
2015
Q1 | $5.76M | Buy |
744,504
+701,065
| +1,614% | +$5.24M | 0.03% | 511 |
|
|
2014
Q4 | $316K | Sell |
43,439
-5,917
| -12% | -$44.9K | ﹤0.01% | 858 |
|
|
2014
Q3 | $405K | Buy |
49,356
+3,070
| +7% | +$25.2K | ﹤0.01% | 842 |
|
|
2014
Q2 | $392K | Sell |
46,286
-280
| -0.6% | -$2.31K | ﹤0.01% | 823 |
|
|
2014
Q1 | $403K | Sell |
46,566
-15,441
| -25% | -$144K | ﹤0.01% | 707 |
|
|
2013
Q4 | $650K | Buy |
62,007
+17,343
| +39% | +$173K | 0.01% | 562 |
|
|
2013
Q3 | $435K | Buy |
44,664
+55
| +0.1% | +$522 | 0.01% | 638 |
|
|
2013
Q2 | $411K | Buy |
+44,609
| New | +$398K | 0.01% | 632 |
|
Other funds holding SMFG
CCMG
