Evergreen Capital 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 | $2.13M | Buy |
108,011
+4,971
| +5% | +$104K | 0.05% | 305 |
|
|
2025
Q4 | $1.99M | Sell |
103,040
-2,309
| -2% | -$40K | 0.04% | 309 |
|
|
2025
Q3 | $1.76M | Buy |
105,349
+22,094
| +27% | +$354K | 0.04% | 305 |
|
|
2025
Q2 | $1.26M | Buy |
83,255
+15,431
| +23% | +$222K | 0.04% | 323 |
|
|
2025
Q1 | $1.05M | Sell |
67,824
-1,319
| -2% | -$20.1K | 0.04% | 326 |
|
|
2024
Q4 | $1M | Buy |
69,143
+12,615
| +22% | +$173K | 0.03% | 335 |
|
|
2024
Q3 | $714K | Buy |
56,528
+2,250
| +4% | +$29.7K | 0.02% | 397 |
|
|
2024
Q2 | $728K | Buy |
54,278
+3,265
| +6% | +$39.5K | 0.03% | 367 |
|
|
2024
Q1 | $600K | Buy |
51,013
+365
| +0.7% | +$3.92K | 0.02% | 401 |
|
|
2023
Q4 | $490K | Sell |
50,648
-1,165
| -2% | -$11.3K | 0.02% | 427 |
|
|
2023
Q3 | $510K | Buy |
51,813
+2,010
| +4% | +$18.6K | 0.02% | 392 |
|
|
2023
Q2 | $428K | Sell |
49,803
-1,505
| -3% | -$12.4K | 0.02% | 434 |
|
|
2023
Q1 | $410K | Buy |
51,308
+5,140
| +11% | +$43.5K | 0.02% | 419 |
|
|
2022
Q4 | $370K | Sell |
46,168
-9,080
| -16% | -$57.8K | 0.02% | 422 |
|
|
2022
Q3 | $304K | Sell |
55,248
-7,520
| -12% | -$45.4K | 0.02% | 443 |
|
|
2022
Q2 | $371K | Buy |
62,768
+42,570
| +211% | +$257K | 0.02% | 380 |
|
|
2022
Q1 | $127K | Buy |
20,198
+1,240
| +7% | +$8.83K | 0.01% | 642 |
|
|
2021
Q4 | $129K | Buy |
18,958
+1,720
| +10% | +$11.7K | 0.01% | 612 |
|
|
2021
Q3 | $121K | Sell |
17,238
-11,508
| -40% | -$80.1K | 0.01% | 564 |
|
|
2021
Q2 | $198K | Buy |
28,746
+5,310
| +23% | +$38.1K | 0.01% | 504 |
|
|
2021
Q1 | $170K | Sell |
23,436
-195
| -0.8% | -$1.36K | 0.01% | 485 |
|
|
2020
Q4 | $146K | Sell |
23,631
-635
| -3% | -$3.73K | 0.01% | 431 |
|
|
2020
Q3 | $136K | Buy |
24,266
+730
| +3% | +$4.18K | 0.01% | 404 |
|
|
2020
Q2 | $132K | Sell |
23,536
-292,297
| -93% | -$1.58M | 0.01% | 374 |
|
|
2020
Q1 | $1.51M | Sell |
315,833
-94,118
| -23% | -$606K | 0.14% | 130 |
|
|
2019
Q4 | $3.04M | Buy |
409,951
+11,185
| +3% | +$80.5K | 0.25% | 89 |
|
|
2019
Q3 | $2.73M | Buy |
398,766
+68,570
| +21% | +$468K | 0.25% | 87 |
|
|
2019
Q2 | $2.33M | Buy |
330,196
+5,220
| +2% | +$37K | 0.22% | 101 |
|
|
2019
Q1 | $2.29M | Buy |
324,976
+8,270
| +3% | +$59.1K | 0.23% | 102 |
|
|
2018
Q4 | $2.06M | Sell |
316,706
-1,325
| -0.4% | -$9.89K | 0.22% | 107 |
|
|
2018
Q3 | $2.55M | Sell |
318,031
-2,580
| -0.8% | -$20.4K | 0.23% | 99 |
|
|
2018
Q2 | $2.49M | Sell |
320,611
-3,645
| -1% | -$30.3K | 0.23% | 92 |
|
|
2018
Q1 | $2.76M | Buy |
324,256
+23,206
| +8% | +$207K | 0.26% | 91 |
|
|
2017
Q4 | $2.62M | Buy |
+301,050
| New | +$2.44M | 0.26% | 92 |
|
Other funds holding SMFG
CCMG
