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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $714K | Buy |
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $121K | Sell |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | $170K | Sell |
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|
2020
Q4 | $146K | Sell |
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|
2020
Q3 | $136K | Buy |
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|
2020
Q2 | $132K | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $2.73M | Buy |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $2.29M | Buy |
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|
2018
Q4 | $2.06M | Sell |
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|
2018
Q3 | $2.55M | Sell |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $2.62M | Buy |
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