Freestone Capital Holdings’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
Q1 | – | Sell |
-11,107
| Closed | -$161K | – | 470 |
|
|
2024
Q4 | $161K | Buy |
+11,107
| New | +$153K | 0.01% | 426 |
|
|
2023
Q3 | – | Sell |
-11,224
| Closed | -$96.5K | – | 409 |
|
|
2023
Q2 | $96.5K | Sell |
11,224
-1,626
| -13% | -$13.4K | ﹤0.01% | 369 |
|
|
2023
Q1 | $103K | Buy |
12,850
+235
| +2% | +$1.99K | ﹤0.01% | 348 |
|
|
2022
Q4 | $101K | Sell |
12,615
-1,489
| -11% | -$9.48K | ﹤0.01% | 356 |
|
|
2022
Q3 | $78K | Sell |
14,104
-39,659
| -74% | -$239K | ﹤0.01% | 359 |
|
|
2022
Q2 | $317K | Sell |
53,763
-264,450
| -83% | -$1.6M | 0.01% | 332 |
|
|
2022
Q1 | $2M | Sell |
318,213
-5,965
| -2% | -$42.5K | 0.08% | 192 |
|
|
2021
Q4 | $2.2M | Sell |
324,178
-7,253
| -2% | -$49.1K | 0.09% | 174 |
|
|
2021
Q3 | $2.32M | Sell |
331,431
-28,836
| -8% | -$201K | 0.12% | 162 |
|
|
2021
Q2 | $2.48M | Buy |
360,267
+11,759
| +3% | +$84.3K | 0.12% | 162 |
|
|
2021
Q1 | $2.53M | Buy |
348,508
+5,734
| +2% | +$39.9K | 0.14% | 154 |
|
|
2020
Q4 | $2.11M | Sell |
342,774
-79,738
| -19% | -$468K | 0.12% | 157 |
|
|
2020
Q3 | $2.36M | Buy |
422,512
+4,997
| +1% | +$28.6K | 0.15% | 139 |
|
|
2020
Q2 | $2.35K | Sell |
417,515
-54,278
| -12% | -$293K | 0.03% | 146 |
|
|
2020
Q1 | $2.26K | Buy |
471,793
+199,176
| +73% | +$1.28M | 0.05% | 124 |
|
|
2019
Q4 | $2.02K | Buy |
272,617
+16,338
| +6% | +$118K | 0.04% | 183 |
|
|
2019
Q3 | $1.75K | Buy |
256,279
+33,654
| +15% | +$230K | 0.04% | 190 |
|
|
2019
Q2 | $1.57K | Buy |
222,625
+18,850
| +9% | +$133K | 0.04% | 184 |
|
|
2019
Q1 | $1.43M | Buy |
203,775
+43,692
| +27% | +$312K | 0.09% | 180 |
|
|
2018
Q4 | $1.04M | Buy |
160,083
+36,695
| +30% | +$274K | 0.07% | 207 |
|
|
2018
Q3 | $991K | Buy |
123,388
+17,971
| +17% | +$142K | 0.01% | 220 |
|
|
2018
Q2 | $819K | Buy |
105,417
+7,647
| +8% | +$63.5K | 0.01% | 240 |
|
|
2018
Q1 | $831K | Buy |
97,770
+2,257
| +2% | +$20.2K | 0.05% | 236 |
|
|
2017
Q4 | $830K | Buy |
95,513
+2,862
| +3% | +$23.2K | 0.06% | 232 |
|
|
2017
Q3 | $714K | Buy |
92,651
+3,608
| +4% | +$27.5K | 0.05% | 236 |
|
|
2017
Q2 | $700K | Buy |
89,043
+5,533
| +7% | +$41.1K | 0.05% | 225 |
|
|
2017
Q1 | $605K | Sell |
83,510
-1,405
| -2% | -$10.9K | 0.05% | 251 |
|
|
2016
Q4 | $649K | Sell |
84,915
-2,113
| -2% | -$15.3K | 0.06% | 237 |
|
|
2016
Q3 | $587K | Sell |
87,028
-2,238
| -3% | -$14.5K | 0.05% | 243 |
|
|
2016
Q2 | $511K | Sell |
89,266
-1,833
| -2% | -$11.2K | 0.05% | 247 |
|
|
2016
Q1 | $548K | Buy |
91,099
+3,048
| +3% | +$19K | 0.06% | 244 |
|
|
2015
Q4 | $668K | Buy |
+88,051
| New | +$693K | 0.07% | 229 |
|
Other funds holding SMFG
CCMG
