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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.41M | Sell |
273,754
-604
| -0.2% | -$12.7K | 0.01% | 1162 |
|
|
2025
Q4 | $5.3M | Buy |
274,358
+9,775
| +4% | +$169K | 0.01% | 1140 |
|
|
2025
Q3 | $4.43M | Buy |
264,583
+26,964
| +11% | +$432K | 0.01% | 1189 |
|
|
2025
Q2 | $3.59M | Sell |
237,619
-16,721
| -7% | -$240K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $3.93M | Sell |
254,340
-3,619
| -1% | -$55K | 0.01% | 1158 |
|
|
2024
Q4 | $3.74M | Buy |
257,959
+11,363
| +5% | +$156K | 0.01% | 1177 |
|
|
2024
Q3 | $3.13M | Sell |
246,596
-46,126
| -16% | -$609K | ﹤0.01% | 1259 |
|
|
2024
Q2 | $3.94M | Sell |
292,722
-10,962
| -4% | -$133K | 0.01% | 1107 |
|
|
2024
Q1 | $3.58M | Buy |
303,684
+54,615
| +22% | +$586K | 0.01% | 1115 |
|
|
2023
Q4 | $2.42M | Buy |
249,069
+45,604
| +22% | +$442K | ﹤0.01% | 1338 |
|
|
2023
Q3 | $2M | Sell |
203,465
-861
| -0.4% | -$7.96K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $1.76M | Buy |
204,326
+167,826
| +460% | +$1.39M | ﹤0.01% | 1425 |
|
|
2023
Q1 | $295K | Sell |
36,500
-980
| -3% | -$8.29K | ﹤0.01% | 2462 |
|
|
2022
Q4 | $304K | Buy |
37,480
+2,436
| +7% | +$15.5K | ﹤0.01% | 2458 |
|
|
2022
Q3 | $190K | Buy |
35,044
+3,384
| +11% | +$20.4K | ﹤0.01% | 2625 |
|
|
2022
Q2 | $186K | Buy |
31,660
+11,293
| +55% | +$68.2K | ﹤0.01% | 2650 |
|
|
2022
Q1 | $128K | Buy |
20,367
+313
| +2% | +$2.23K | ﹤0.01% | 2941 |
|
|
2021
Q4 | $136K | Sell |
20,054
-6,990
| -26% | -$47.3K | ﹤0.01% | 2867 |
|
|
2021
Q3 | $189K | Buy |
27,044
+3,266
| +14% | +$22.7K | ﹤0.01% | 2733 |
|
|
2021
Q2 | $162K | Buy |
23,778
+4,262
| +22% | +$30.6K | ﹤0.01% | 2711 |
|
|
2021
Q1 | $142K | Buy |
19,516
+1,144
| +6% | +$7.97K | ﹤0.01% | 2690 |
|
|
2020
Q4 | $112K | Buy |
18,372
+3,994
| +28% | +$23.4K | ﹤0.01% | 2328 |
|
|
2020
Q3 | $78K | Sell |
14,378
-3,159
| -18% | -$18.1K | ﹤0.01% | 2267 |
|
|
2020
Q2 | $95K | Sell |
17,537
-17,745
| -50% | -$95.9K | ﹤0.01% | 2130 |
|
|
2020
Q1 | $166K | Sell |
35,282
-4,221
| -11% | -$27.2K | ﹤0.01% | 1840 |
|
|
2019
Q4 | $293K | Sell |
39,503
-11,947
| -23% | -$86K | ﹤0.01% | 1740 |
|
|
2019
Q3 | $349K | Sell |
51,450
-1,241
| -2% | -$8.48K | ﹤0.01% | 1702 |
|
|
2019
Q2 | $372K | Buy |
52,691
+2,885
| +6% | +$20.4K | ﹤0.01% | 1679 |
|
|
2019
Q1 | $350K | Buy |
49,806
+1,380
| +3% | +$9.87K | ﹤0.01% | 1648 |
|
|
2018
Q4 | $319K | Sell |
48,426
-5,890
| -11% | -$44K | ﹤0.01% | 1573 |
|
|
2018
Q3 | $440K | Sell |
54,316
-2,575
| -5% | -$20.4K | ﹤0.01% | 1520 |
|
|
2018
Q2 | $439K | Sell |
56,891
-6,497
| -10% | -$54K | ﹤0.01% | 1513 |
|
|
2018
Q1 | $540K | Buy |
63,388
+3,539
| +6% | +$31.6K | ﹤0.01% | 1378 |
|
|
2017
Q4 | $523K | Sell |
59,849
-4,343
| -7% | -$35.2K | ﹤0.01% | 1427 |
|
|
2017
Q3 | $488K | Buy |
64,192
+13,378
| +26% | +$102K | ﹤0.01% | 1448 |
|
|
2017
Q2 | $399K | Buy |
50,814
+28,943
| +132% | +$215K | ﹤0.01% | 1478 |
|
|
2017
Q1 | $158K | Sell |
21,871
-174,566
| -89% | -$1.36M | ﹤0.01% | 1808 |
|
|
2016
Q4 | $1.5M | Buy |
196,437
+163,860
| +503% | +$1.19M | 0.02% | 797 |
|
|
2016
Q3 | $220K | Buy |
+32,577
| New | +$211K | ﹤0.01% | 1593 |
|
|
2016
Q2 | – | Sell |
-91,191
| Closed | -$545K | – | 1996 |
|
|
2016
Q1 | $545K | Sell |
91,191
-52,445
| -37% | -$327K | 0.01% | 1339 |
|
|
2015
Q4 | $1.09M | Buy |
+143,636
| New | +$1.13M | 0.01% | 926 |
|
|
2015
Q2 | – | Sell |
-41,673
| Closed | -$323K | – | 1712 |
|
|
2015
Q1 | $323K | Buy |
41,673
+1,417
| +4% | +$10.6K | ﹤0.01% | 1210 |
|
|
2014
Q4 | $293K | Buy |
40,256
+5,319
| +15% | +$40.4K | ﹤0.01% | 1240 |
|
|
2014
Q3 | $286K | Buy |
34,937
+273
| +0.8% | +$2.24K | ﹤0.01% | 1228 |
|
|
2014
Q2 | $294K | Buy |
34,664
+8,478
| +32% | +$69.8K | 0.01% | 1258 |
|
|
2014
Q1 | $227K | Buy |
26,186
+299
| +1% | +$2.8K | ﹤0.01% | 1262 |
|
|
2013
Q4 | $272K | Buy |
25,887
+10,063
| +64% | +$100K | 0.01% | 1191 |
|
|
2013
Q3 | $154K | Buy |
+15,824
| New | +$150K | ﹤0.01% | 1189 |
|
Other funds holding SMFG
CCMG
