Fisher Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
1,357,193
+785,443
| +137% | +$11.9M | 0.01% | 315 |
|
|
2025
Q1 | $8.84M | Buy |
571,750
+387,921
| +211% | +$6M | ﹤0.01% | 425 |
|
|
2024
Q4 | $2.66M | Sell |
183,829
-4,711
| -2% | -$68.3K | ﹤0.01% | 556 |
|
|
2024
Q3 | $2.38M | Buy |
188,540
+2,677
| +1% | +$33.8K | ﹤0.01% | 558 |
|
|
2024
Q2 | $2.49M | Sell |
185,863
-21,828
| -11% | -$293K | ﹤0.01% | 554 |
|
|
2024
Q1 | $2.44M | Buy |
207,691
+49,082
| +31% | +$578K | ﹤0.01% | 567 |
|
|
2023
Q4 | $1.54M | Buy |
158,609
+139,200
| +717% | +$1.35M | ﹤0.01% | 633 |
|
|
2023
Q3 | $191K | Buy |
19,409
+178
| +0.9% | +$1.75K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $165K | Hold |
19,231
| – | – | ﹤0.01% | 1043 |
|
|
2023
Q1 | $154K | Sell |
19,231
-4,363
| -18% | -$34.9K | ﹤0.01% | 997 |
|
|
2022
Q4 | $189K | Buy |
23,594
+629
| +3% | +$5.04K | ﹤0.01% | 983 |
|
|
2022
Q3 | $126K | Sell |
22,965
-5,755
| -20% | -$31.6K | ﹤0.01% | 899 |
|
|
2022
Q2 | $169K | Buy |
28,720
+1,133
| +4% | +$6.67K | ﹤0.01% | 869 |
|
|
2022
Q1 | $173K | Sell |
27,587
-763
| -3% | -$4.79K | ﹤0.01% | 899 |
|
|
2021
Q4 | $192K | Sell |
28,350
-413
| -1% | -$2.8K | ﹤0.01% | 924 |
|
|
2021
Q3 | $202K | Sell |
28,763
-3,516
| -11% | -$24.7K | ﹤0.01% | 879 |
|
|
2021
Q2 | $222K | Sell |
32,279
-1,006
| -3% | -$6.92K | ﹤0.01% | 863 |
|
|
2021
Q1 | $241K | Sell |
33,285
-24,869
| -43% | -$180K | ﹤0.01% | 830 |
|
|
2020
Q4 | $359K | Sell |
58,154
-28,872
| -33% | -$178K | ﹤0.01% | 760 |
|
|
2020
Q3 | $486K | Sell |
87,026
-144,677
| -62% | -$808K | ﹤0.01% | 663 |
|
|
2020
Q2 | $1.3M | Sell |
231,703
-1,507,575
| -87% | -$8.47M | ﹤0.01% | 539 |
|
|
2020
Q1 | $8.33M | Sell |
1,739,278
-60,463,887
| -97% | -$290M | 0.01% | 318 |
|
|
2019
Q4 | $461M | Buy |
62,203,165
+895,843
| +1% | +$6.64M | 0.47% | 60 |
|
|
2019
Q3 | $419M | Buy |
61,307,322
+531,049
| +0.9% | +$3.63M | 0.46% | 64 |
|
|
2019
Q2 | $429M | Sell |
60,776,273
-1,418,250
| -2% | -$10M | 0.47% | 59 |
|
|
2019
Q1 | $437M | Buy |
62,194,523
+2,303,929
| +4% | +$16.2M | 0.51% | 64 |
|
|
2018
Q4 | $390M | Buy |
59,890,594
+454,219
| +0.8% | +$2.96M | 0.53% | 59 |
|
|
2018
Q3 | $477M | Buy |
59,436,375
+1,647,316
| +3% | +$13.2M | 0.58% | 53 |
|
|
2018
Q2 | $449M | Buy |
57,789,059
+2,413,023
| +4% | +$18.7M | 0.58% | 56 |
|
|
2018
Q1 | $471M | Buy |
55,376,036
+2,429,565
| +5% | +$20.7M | 0.62% | 50 |
|
|
2017
Q4 | $460M | Buy |
52,946,471
+2,152,355
| +4% | +$18.7M | 0.6% | 51 |
|
|
2017
Q3 | $392M | Buy |
50,794,116
+1,819,198
| +4% | +$14M | 0.55% | 63 |
|
|
2017
Q2 | $385M | Buy |
+48,974,918
| New | +$385M | 0.58% | 58 |
|
|
2016
Q2 | – | Sell |
-20,698
| Closed | -$130K | – | 712 |
|
|
2016
Q1 | $130K | Sell |
20,698
-35,309
| -63% | -$222K | ﹤0.01% | 667 |
|
|
2015
Q4 | $425K | Buy |
56,007
+358
| +0.6% | +$2.72K | ﹤0.01% | 587 |
|
|
2015
Q3 | $425K | Sell |
55,649
-2,375
| -4% | -$18.1K | ﹤0.01% | 563 |
|
|
2015
Q2 | $516K | Sell |
58,024
-326
| -0.6% | -$2.9K | ﹤0.01% | 450 |
|
|
2015
Q1 | $452K | Buy |
58,350
+236
| +0.4% | +$1.83K | ﹤0.01% | 455 |
|
|
2014
Q4 | $423K | Buy |
58,114
+33,687
| +138% | +$245K | ﹤0.01% | 465 |
|
|
2014
Q3 | $200K | Sell |
24,427
-1,550
| -6% | -$12.7K | ﹤0.01% | 513 |
|
|
2014
Q2 | $220K | Hold |
25,977
| – | – | ﹤0.01% | 513 |
|
|
2014
Q1 | $225K | Sell |
25,977
-2,750
| -10% | -$23.8K | ﹤0.01% | 469 |
|
|
2013
Q4 | $301K | Sell |
28,727
-3,860
| -12% | -$40.4K | ﹤0.01% | 440 |
|
|
2013
Q3 | $317K | Sell |
32,587
-21,633
| -40% | -$210K | ﹤0.01% | 424 |
|
|
2013
Q2 | $500K | Buy |
+54,220
| New | +$500K | ﹤0.01% | 390 |
|