F.L. Putnam Investment Management’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 | $177K | Buy |
11,716
+921
| +9% | +$13.9K | ﹤0.01% | 567 |
|
|
2025
Q1 | $167K | Sell |
10,795
-207
| -2% | -$3.2K | ﹤0.01% | 553 |
|
|
2024
Q4 | $159K | Buy |
11,002
+281
| +3% | +$4.07K | ﹤0.01% | 555 |
|
|
2024
Q3 | $135K | Sell |
10,721
-665
| -6% | -$8.4K | ﹤0.01% | 559 |
|
|
2024
Q2 | $153K | Buy |
11,386
+96
| +0.9% | +$1.29K | ﹤0.01% | 545 |
|
|
2024
Q1 | $133K | Buy |
11,290
+115
| +1% | +$1.35K | ﹤0.01% | 477 |
|
|
2023
Q4 | $108K | Buy |
+11,175
| New | +$108K | ﹤0.01% | 473 |
|
|
2018
Q2 | – | Sell |
-14,745
| Closed | -$125K | – | 241 |
|
|
2018
Q1 | $125K | Buy |
+14,745
| New | +$125K | 0.01% | 233 |
|