IEQ Capital’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 | $946K | Buy |
62,636
+18,234
| +41% | +$276K | 0.01% | 878 |
|
|
2025
Q1 | $686K | Buy |
44,402
+2,815
| +7% | +$43.5K | 0.01% | 863 |
|
|
2024
Q4 | $603K | Buy |
41,587
+3,665
| +10% | +$53.1K | 0.01% | 789 |
|
|
2024
Q3 | $479K | Buy |
37,922
+1,889
| +5% | +$23.9K | 0.01% | 767 |
|
|
2024
Q2 | $483K | Buy |
36,033
+5,336
| +17% | +$71.6K | 0.01% | 667 |
|
|
2024
Q1 | $361K | Buy |
30,697
+5,250
| +21% | +$61.8K | 0.01% | 724 |
|
|
2023
Q4 | $246K | Buy |
25,447
+6,284
| +33% | +$60.8K | ﹤0.01% | 784 |
|
|
2023
Q3 | $189K | Buy |
19,163
+4,358
| +29% | +$42.9K | ﹤0.01% | 843 |
|
|
2023
Q2 | $127K | Buy |
14,805
+4,612
| +45% | +$39.7K | ﹤0.01% | 840 |
|
|
2023
Q1 | $81.5K | Sell |
10,193
-3,405
| -25% | -$27.2K | ﹤0.01% | 861 |
|
|
2022
Q4 | $109K | Sell |
13,598
-8,758
| -39% | -$70.2K | ﹤0.01% | 767 |
|
|
2022
Q3 | $123K | Buy |
22,356
+1,990
| +10% | +$10.9K | ﹤0.01% | 792 |
|
|
2022
Q2 | $120K | Sell |
20,366
-3,117
| -13% | -$18.4K | ﹤0.01% | 761 |
|
|
2022
Q1 | $147K | Buy |
+23,483
| New | +$147K | ﹤0.01% | 779 |
|