Ethic Inc’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 | $5.44M | Sell |
357,897
-34,776
| -9% | -$529K | 0.1% | 216 |
|
|
2025
Q1 | $5.92M | Sell |
392,673
-22,939
| -6% | -$346K | 0.12% | 190 |
|
|
2024
Q4 | $6.02M | Buy |
415,612
+46,640
| +13% | +$676K | 0.12% | 182 |
|
|
2024
Q3 | $4.34M | Sell |
368,972
-82,149
| -18% | -$967K | 0.11% | 217 |
|
|
2024
Q2 | $6.05M | Buy |
451,121
+82,149
| +22% | +$1.1M | 0.14% | 154 |
|
|
2024
Q1 | $4.34M | Buy |
368,972
+14,398
| +4% | +$169K | 0.11% | 217 |
|
|
2023
Q4 | $3.43M | Buy |
354,574
+28,575
| +9% | +$277K | 0.1% | 236 |
|
|
2023
Q3 | $3.21M | Buy |
325,999
+70,632
| +28% | +$696K | 0.11% | 216 |
|
|
2023
Q2 | $2.2M | Buy |
255,367
+17,051
| +7% | +$147K | 0.08% | 284 |
|
|
2023
Q1 | $1.91M | Buy |
238,316
+77,567
| +48% | +$621K | 0.08% | 300 |
|
|
2022
Q4 | $1.29M | Buy |
160,749
+69,869
| +77% | +$560K | 0.07% | 326 |
|
|
2022
Q3 | $500K | Buy |
90,880
+21,268
| +31% | +$117K | 0.03% | 494 |
|
|
2022
Q2 | $411K | Buy |
69,612
+45,297
| +186% | +$267K | 0.03% | 530 |
|
|
2022
Q1 | $152K | Sell |
24,315
-10,612
| -30% | -$66.3K | 0.01% | 718 |
|
|
2021
Q4 | $237K | Sell |
34,927
-110,006
| -76% | -$746K | 0.02% | 571 |
|
|
2021
Q3 | $1.02M | Sell |
144,933
-6,669
| -4% | -$46.8K | 0.1% | 233 |
|
|
2021
Q2 | $1.05M | Buy |
151,602
+93,142
| +159% | +$642K | 0.13% | 202 |
|
|
2021
Q1 | $424K | Buy |
58,460
+1,691
| +3% | +$12.3K | 0.08% | 308 |
|
|
2020
Q4 | $350K | Buy |
56,769
+21,732
| +62% | +$134K | 0.09% | 277 |
|
|
2020
Q3 | $196K | Buy |
35,037
+10,896
| +45% | +$61K | 0.08% | 310 |
|
|
2020
Q2 | $136K | Sell |
24,141
-3,430
| -12% | -$19.3K | 0.08% | 255 |
|
|
2020
Q1 | $132K | Buy |
27,571
+4,026
| +17% | +$19.3K | 0.11% | 190 |
|
|
2019
Q4 | $174K | Buy |
+23,545
| New | +$174K | 0.13% | 214 |
|