HighTower Advisors’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
Q2 | $3.59M | Sell |
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|
2025
Q1 | $3.93M | Sell |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $3.13M | Sell |
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|
2024
Q2 | $3.94M | Sell |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $190K | Buy |
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|
2022
Q2 | $186K | Buy |
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|
2022
Q1 | $128K | Buy |
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|
2021
Q4 | $136K | Sell |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $112K | Buy |
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|
2020
Q3 | $78K | Sell |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $166K | Sell |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $349K | Sell |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $350K | Buy |
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|
2018
Q4 | $319K | Sell |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $439K | Sell |
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|
2018
Q1 | $540K | Buy |
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|
2017
Q4 | $523K | Sell |
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|
2017
Q3 | $488K | Buy |
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|
2017
Q2 | $399K | Buy |
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|
2017
Q1 | $158K | Sell |
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|
2016
Q4 | $1.5M | Buy |
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|
2016
Q3 | $220K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $545K | Sell |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $323K | Buy |
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|
2014
Q4 | $293K | Buy |
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|
2014
Q3 | $286K | Buy |
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|
2014
Q2 | $294K | Buy |
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|
2014
Q1 | $227K | Buy |
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|
2013
Q4 | $272K | Buy |
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|
2013
Q3 | $154K | Buy |
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