GW&K Investment 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 | $15K | Hold |
980
| – | – | ﹤0.01% | 776 |
|
|
2025
Q1 | $15K | Hold |
980
| – | – | ﹤0.01% | 718 |
|
|
2024
Q4 | $14K | Hold |
980
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $12K | Hold |
980
| – | – | ﹤0.01% | 740 |
|
|
2024
Q2 | $13K | Buy |
980
+53
| +6% | +$703 | ﹤0.01% | 665 |
|
|
2024
Q1 | $11K | Buy |
927
+60
| +7% | +$712 | ﹤0.01% | 684 |
|
|
2023
Q4 | $8K | Hold |
867
| – | – | ﹤0.01% | 756 |
|
|
2023
Q3 | $9K | Sell |
867
-6
| -0.7% | -$62 | ﹤0.01% | 644 |
|
|
2023
Q2 | $8K | Buy |
+873
| New | +$8K | ﹤0.01% | 690 |
|