Guggenheim Capital’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 |
-19,090
| Closed | -$277K | – | 1694 |
|
|
2024
Q4 | $277K | Buy |
19,090
+3,746
| +24% | +$51.5K | ﹤0.01% | 1478 |
|
|
2024
Q3 | $194K | Sell |
15,344
-25,014
| -62% | -$330K | ﹤0.01% | 1781 |
|
|
2024
Q2 | $541K | Sell |
40,358
-9,724
| -19% | -$118K | ﹤0.01% | 1395 |
|
|
2024
Q1 | $589K | Sell |
50,082
-13,549
| -21% | -$145K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $616K | Sell |
63,631
-1,287
| -2% | -$12.5K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $639K | Sell |
64,918
-28,740
| -31% | -$266K | 0.01% | 1310 |
|
|
2023
Q2 | $805K | Buy |
93,658
+8,044
| +9% | +$66.5K | 0.01% | 1271 |
|
|
2023
Q1 | $685K | Sell |
85,614
-1,763
| -2% | -$14.9K | 0.01% | 1354 |
|
|
2022
Q4 | $701K | Sell |
87,377
-29,437
| -25% | -$187K | 0.01% | 1338 |
|
|
2022
Q3 | $642K | Sell |
116,814
-46,156
| -28% | -$278K | 0.01% | 1369 |
|
|
2022
Q2 | $962K | Sell |
162,970
-67,332
| -29% | -$407K | 0.01% | 1244 |
|
|
2022
Q1 | $1.44M | Sell |
230,302
-10,851
| -4% | -$77.3K | 0.01% | 1188 |
|
|
2021
Q4 | $1.64M | Buy |
241,153
+4,076
| +2% | +$27.6K | 0.01% | 1157 |
|
|
2021
Q3 | $1.66M | Buy |
237,077
+56,217
| +31% | +$391K | 0.01% | 1147 |
|
|
2021
Q2 | $1.25M | Buy |
180,860
+51,317
| +40% | +$368K | 0.01% | 1359 |
|
|
2021
Q1 | $939K | Buy |
129,543
+86,364
| +200% | +$602K | 0.01% | 1435 |
|
|
2020
Q4 | $266K | Buy |
43,179
+22,006
| +104% | +$129K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $118K | Buy |
+21,173
| New | +$121K | ﹤0.01% | 1855 |
|
|
2020
Q1 | – | Sell |
-21,066
| Closed | -$156K | – | 1993 |
|
|
2019
Q4 | $156K | Sell |
21,066
-6,578
| -24% | -$47.3K | ﹤0.01% | 2019 |
|
|
2019
Q3 | $189K | Sell |
27,644
-766
| -3% | -$5.23K | ﹤0.01% | 2012 |
|
|
2019
Q2 | $201K | Sell |
28,410
-742
| -3% | -$5.25K | ﹤0.01% | 2030 |
|
|
2019
Q1 | $205K | Sell |
29,152
-837
| -3% | -$5.99K | ﹤0.01% | 2066 |
|
|
2018
Q4 | $195K | Buy |
+29,989
| New | +$224K | ﹤0.01% | 2066 |
|
|
2017
Q2 | – | Sell |
-232,143
| Closed | -$1.68M | – | 2864 |
|
|
2017
Q1 | $1.68M | Buy |
+232,143
| New | +$1.8M | ﹤0.01% | 1786 |
|
|
2016
Q4 | – | Sell |
-38,904
| Closed | -$263K | – | 2967 |
|
|
2016
Q3 | $263K | Sell |
38,904
-19,699
| -34% | -$128K | ﹤0.01% | 2595 |
|
|
2016
Q2 | $335K | Sell |
58,603
-332,771
| -85% | -$2.03M | ﹤0.01% | 2511 |
|
|
2016
Q1 | $2.35M | Buy |
391,374
+349,820
| +842% | +$2.18M | 0.01% | 1464 |
|
|
2015
Q4 | $315K | Buy |
41,554
+21,700
| +109% | +$171K | ﹤0.01% | 2639 |
|
|
2015
Q3 | $151K | Sell |
19,854
-63,720
| -76% | -$535K | ﹤0.01% | 2772 |
|
|
2015
Q2 | $743K | Buy |
83,574
+22,670
| +37% | +$197K | ﹤0.01% | 2377 |
|
|
2015
Q1 | $471K | Buy |
60,904
+13,204
| +28% | +$98.7K | ﹤0.01% | 2553 |
|
|
2014
Q4 | $347K | Sell |
47,700
-13,673
| -22% | -$104K | ﹤0.01% | 2638 |
|
|
2014
Q3 | $503K | Sell |
61,373
-14,341
| -19% | -$118K | ﹤0.01% | 2558 |
|
|
2014
Q2 | $642K | Sell |
75,714
-2,887
| -4% | -$23.8K | ﹤0.01% | 2492 |
|
|
2014
Q1 | $680K | Sell |
78,601
-31,246
| -28% | -$292K | ﹤0.01% | 2455 |
|
|
2013
Q4 | $1.15M | Buy |
109,847
+3,409
| +3% | +$33.9K | ﹤0.01% | 2161 |
|
|
2013
Q3 | $1.04M | Buy |
106,438
+79,199
| +291% | +$752K | ﹤0.01% | 2072 |
|
|
2013
Q2 | $252K | Buy |
+27,239
| New | +$243K | ﹤0.01% | 2674 |
|
Other funds holding SMFG
CCMG
