GHAM
Gilman Hill 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 | $3.42M | Buy |
226,274
+4,180
| +2% | +$63.2K | 0.56% | 70 |
|
|
2025
Q1 | $3.43M | Buy |
222,094
+13,500
| +6% | +$209K | 0.6% | 65 |
|
|
2024
Q4 | $3.02M | Buy |
208,594
+1,223
| +0.6% | +$17.7K | 0.53% | 72 |
|
|
2024
Q3 | $2.62M | Buy |
207,371
+16,585
| +9% | +$209K | 0.44% | 76 |
|
|
2024
Q2 | $2.56M | Sell |
190,786
-85,093
| -31% | -$1.14M | 0.46% | 77 |
|
|
2024
Q1 | $3.25M | Sell |
275,879
-126,590
| -31% | -$1.49M | 0.58% | 65 |
|
|
2023
Q4 | $3.9M | Sell |
402,469
-41,375
| -9% | -$401K | 0.73% | 49 |
|
|
2023
Q3 | $4.37M | Sell |
443,844
-13,890
| -3% | -$137K | 0.86% | 42 |
|
|
2023
Q2 | $3.94M | Buy |
457,734
+20,690
| +5% | +$178K | 0.73% | 48 |
|
|
2023
Q1 | $3.5M | Buy |
437,044
+25,335
| +6% | +$203K | 0.71% | 51 |
|
|
2022
Q4 | $3.3M | Sell |
411,709
-8,408
| -2% | -$67.4K | 0.68% | 51 |
|
|
2022
Q3 | $2.31M | Buy |
420,117
+12,825
| +3% | +$70.5K | 0.54% | 61 |
|
|
2022
Q2 | $2.4M | Buy |
407,292
+20,577
| +5% | +$121K | 0.52% | 59 |
|
|
2022
Q1 | $2.43M | Buy |
386,715
+26,535
| +7% | +$166K | 0.55% | 64 |
|
|
2021
Q4 | $2.45M | Sell |
360,180
-5,396
| -1% | -$36.6K | 0.54% | 58 |
|
|
2021
Q3 | $2.56M | Buy |
365,576
+32,060
| +10% | +$225K | 0.65% | 43 |
|
|
2021
Q2 | $2.3M | Sell |
333,516
-730
| -0.2% | -$5.03K | 0.59% | 51 |
|
|
2021
Q1 | $2.42M | Buy |
334,246
+13,660
| +4% | +$99K | 0.67% | 44 |
|
|
2020
Q4 | $1.98M | Buy |
320,586
+11,359
| +4% | +$70.1K | 0.65% | 48 |
|
|
2020
Q3 | $1.73M | Hold |
309,227
| – | – | 0.67% | 43 |
|
|
2020
Q2 | $1.74M | Buy |
309,227
+69,285
| +29% | +$389K | 0.69% | 43 |
|
|
2020
Q1 | $1.15M | Buy |
239,942
+7,490
| +3% | +$35.9K | 0.56% | 56 |
|
|
2019
Q4 | $1.72M | Buy |
232,452
+790
| +0.3% | +$5.85K | 0.56% | 53 |
|
|
2019
Q3 | $1.59M | Buy |
231,662
+2,175
| +0.9% | +$14.9K | 0.53% | 54 |
|
|
2019
Q2 | $1.62M | Buy |
229,487
+6,265
| +3% | +$44.2K | 0.55% | 52 |
|
|
2019
Q1 | $1.57M | Buy |
223,222
+11,770
| +6% | +$82.7K | 0.55% | 49 |
|
|
2018
Q4 | $1.38M | Sell |
211,452
-7,720
| -4% | -$50.3K | 0.58% | 49 |
|
|
2018
Q3 | $1.76M | Buy |
219,172
+18,330
| +9% | +$147K | 0.69% | 44 |
|
|
2018
Q2 | $1.56M | Buy |
200,842
+5,645
| +3% | +$43.9K | 0.64% | 45 |
|
|
2018
Q1 | $1.66M | Buy |
195,197
+18,400
| +10% | +$156K | 0.73% | 41 |
|
|
2017
Q4 | $1.54M | Buy |
176,797
+17,850
| +11% | +$155K | 0.63% | 44 |
|
|
2017
Q3 | $1.23M | Buy |
158,947
+11,675
| +8% | +$90K | 0.5% | 51 |
|
|
2017
Q2 | $1.16M | Buy |
147,272
+11,805
| +9% | +$92.8K | 0.5% | 50 |
|
|
2017
Q1 | $982K | Buy |
135,467
+6,517
| +5% | +$47.2K | 0.43% | 52 |
|
|
2016
Q4 | $985K | Hold |
128,950
| – | – | 0.36% | 48 |
|
|
2016
Q3 | $870K | Buy |
128,950
+3,615
| +3% | +$24.4K | 0.34% | 61 |
|
|
2016
Q2 | $717K | Buy |
125,335
+12,290
| +11% | +$70.3K | 0.29% | 63 |
|
|
2016
Q1 | $679K | Buy |
+113,045
| New | +$679K | 0.31% | 67 |
|