Forum Financial 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 | $3.17M | Sell |
209,587
-12,533
| -6% | -$189K | 0.05% | 84 |
|
|
2025
Q1 | $3.43M | Hold |
222,120
| – | – | 0.06% | 72 |
|
|
2024
Q4 | $3.22M | Buy |
222,120
+28,997
| +15% | +$420K | 0.05% | 75 |
|
|
2024
Q3 | $2.44M | Hold |
193,123
| – | – | 0.04% | 85 |
|
|
2024
Q2 | $2.59M | Hold |
193,123
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $2.27M | Buy |
193,123
+4,310
| +2% | +$50.7K | 0.04% | 97 |
|
|
2023
Q4 | $1.83M | Buy |
188,813
+25,500
| +16% | +$247K | 0.03% | 97 |
|
|
2023
Q3 | $1.61M | Hold |
163,313
| – | – | 0.04% | 109 |
|
|
2023
Q2 | $1.4M | Sell |
163,313
-49
| -0% | -$421 | 0.03% | 119 |
|
|
2023
Q1 | $1.31M | Buy |
163,362
+31
| +0% | +$248 | 0.04% | 115 |
|
|
2022
Q4 | $1.31M | Buy |
163,331
+3,018
| +2% | +$24.2K | 0.04% | 105 |
|
|
2022
Q3 | $882K | Hold |
160,313
| – | – | 0.04% | 126 |
|
|
2022
Q2 | $946K | Hold |
160,313
| – | – | 0.05% | 129 |
|
|
2022
Q1 | $1.01M | Hold |
160,313
| – | – | 0.05% | 124 |
|
|
2021
Q4 | $1.09M | Buy |
+160,313
| New | +$1.09M | 0.06% | 114 |
|