Global Retirement Partners’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
Q4 | $656K | Buy |
33,928
+240
| +0.7% | +$4.16K | 0.01% | 819 |
|
|
2025
Q3 | $564K | Buy |
33,688
+4,434
| +15% | +$71K | 0.01% | 728 |
|
|
2025
Q2 | $442K | Buy |
+29,254
| New | +$421K | 0.01% | 768 |
|
|
2024
Q4 | $289K | Buy |
19,933
+11,166
| +127% | +$153K | 0.01% | 813 |
|
|
2024
Q3 | $111K | Buy |
8,767
+2,190
| +33% | +$28.9K | ﹤0.01% | 1194 |
|
|
2024
Q2 | $88.2K | Buy |
6,577
+239
| +4% | +$2.9K | ﹤0.01% | 1267 |
|
|
2024
Q1 | $74.6K | Buy |
6,338
+3,485
| +122% | +$37.4K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $28.1K | Sell |
2,853
-16
| -0.6% | -$155 | ﹤0.01% | 1595 |
|
|
2023
Q3 | $27.2K | Buy |
2,869
+1,228
| +75% | +$11.4K | ﹤0.01% | 1527 |
|
|
2023
Q2 | $14.1K | Sell |
1,641
-70
| -4% | -$578 | ﹤0.01% | 1830 |
|
|
2023
Q1 | $13.7K | Buy |
1,711
+607
| +55% | +$5.14K | ﹤0.01% | 1800 |
|
|
2022
Q4 | $8.85K | Buy |
1,104
+221
| +25% | +$1.41K | ﹤0.01% | 1829 |
|
|
2022
Q3 | $5K | Sell |
883
-185
| -17% | -$1.12K | ﹤0.01% | 1953 |
|
|
2022
Q2 | $6K | Buy |
1,068
+229
| +27% | +$1.38K | ﹤0.01% | 1841 |
|
|
2022
Q1 | $5K | Buy |
+839
| New | +$5.98K | ﹤0.01% | 1909 |
|
|
2021
Q4 | – | Sell |
-1,898
| Closed | -$13K | – | 1550 |
|
|
2021
Q3 | $13K | Buy |
1,898
+894
| +89% | +$6.22K | ﹤0.01% | 1349 |
|
|
2021
Q2 | $7K | Buy |
+1,004
| New | +$7.2K | ﹤0.01% | 1493 |
|
|
2020
Q3 | – | Sell |
-1,331
| Closed | -$7K | – | 1708 |
|
|
2020
Q2 | $7K | Sell |
1,331
-1,385
| -51% | -$7.48K | ﹤0.01% | 1216 |
|
|
2020
Q1 | $13K | Sell |
2,716
-160
| -6% | -$1.03K | ﹤0.01% | 959 |
|
|
2019
Q4 | $21K | Sell |
2,876
-303
| -10% | -$2.18K | ﹤0.01% | 923 |
|
|
2019
Q3 | $22K | Buy |
3,179
+462
| +17% | +$3.16K | ﹤0.01% | 873 |
|
|
2019
Q2 | $19K | Buy |
2,717
+2,511
| +1,219% | +$17.8K | ﹤0.01% | 922 |
|
|
2019
Q1 | $1K | Buy |
+206
| New | +$1.47K | ﹤0.01% | 1481 |
|
|
2018
Q4 | – | Sell |
-142
| Closed | -$1K | – | 1549 |
|
|
2018
Q3 | $1K | Hold |
142
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q2 | $1K | Hold |
142
| – | – | ﹤0.01% | 1488 |
|
|
2018
Q1 | $1K | Buy |
+142
| New | +$1.27K | ﹤0.01% | 1438 |
|
Other funds holding SMFG
CCMG
