IFP 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 | $32.1K | Buy |
1,626
+106
| +7% | +$2.23K | ﹤0.01% | 2508 |
|
|
2025
Q4 | $29.4K | Hold |
1,520
| – | – | ﹤0.01% | 2504 |
|
|
2025
Q3 | $25.4K | Sell |
1,520
-1,320
| -46% | -$21.1K | ﹤0.01% | 2460 |
|
|
2025
Q2 | $42.9K | Sell |
2,840
-473
| -14% | -$6.8K | ﹤0.01% | 2124 |
|
|
2025
Q1 | $51.2K | Sell |
3,313
-91
| -3% | -$1.38K | ﹤0.01% | 1878 |
|
|
2024
Q4 | $49.3K | Buy |
3,404
+295
| +9% | +$4.05K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $39.3K | Sell |
3,109
-2,721
| -47% | -$35.9K | ﹤0.01% | 1839 |
|
|
2024
Q2 | $78.2K | Buy |
5,830
+869
| +18% | +$10.5K | ﹤0.01% | 1468 |
|
|
2024
Q1 | $58.4K | Sell |
4,961
-730
| -13% | -$7.83K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $55.1K | Sell |
5,691
-54
| -0.9% | -$523 | ﹤0.01% | 1502 |
|
|
2023
Q3 | $56.6K | Buy |
5,745
+152
| +3% | +$1.41K | ﹤0.01% | 1501 |
|
|
2023
Q2 | $48.1K | Hold |
5,593
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q1 | $46.9K | Sell |
5,593
-5,235
| -48% | -$44.3K | ﹤0.01% | 1611 |
|
|
2022
Q4 | $94K | Sell |
10,828
-2,094
| -16% | -$13.3K | ﹤0.01% | 1780 |
|
|
2022
Q3 | $110K | Buy |
12,922
+413
| +3% | +$2.49K | ﹤0.01% | 1791 |
|
|
2022
Q2 | $107K | Hold |
12,509
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q1 | $107K | Buy |
12,509
+12,410
| +12,535% | +$88.4K | ﹤0.01% | 1645 |
|
|
2021
Q4 | $2K | Sell |
99
-71
| -42% | -$481 | ﹤0.01% | 2836 |
|
|
2021
Q3 | $2K | Hold |
170
| – | – | ﹤0.01% | 2898 |
|
|
2021
Q2 | $2K | Hold |
170
| – | – | ﹤0.01% | 2778 |
|
|
2021
Q1 | $2K | Hold |
170
| – | – | ﹤0.01% | 2710 |
|
|
2020
Q4 | $2K | Hold |
170
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q3 | $0 | Hold |
170
| – | – | ﹤0.01% | 3809 |
|
|
2020
Q2 | $0 | Sell |
170
-786
| -82% | -$4.25K | ﹤0.01% | 3635 |
|
|
2020
Q1 | $4K | Sell |
956
-189
| -17% | -$1.22K | ﹤0.01% | 2176 |
|
|
2019
Q4 | $9K | Buy |
1,145
+773
| +208% | +$5.56K | ﹤0.01% | 1974 |
|
|
2019
Q3 | $3K | Buy |
+372
| New | +$2.54K | ﹤0.01% | 2576 |
|
|
2019
Q1 | $1K | Sell |
88
-883
| -91% | -$6.31K | ﹤0.01% | 2258 |
|
|
2018
Q4 | $6K | Sell |
971
-2,104
| -68% | -$15.7K | ﹤0.01% | 2775 |
|
|
2018
Q3 | $25K | Buy |
3,075
+283
| +10% | +$2.24K | ﹤0.01% | 2342 |
|
|
2018
Q2 | $22K | Sell |
2,792
-2,071
| -43% | -$17.2K | ﹤0.01% | 2413 |
|
|
2018
Q1 | $42K | Hold |
4,863
| – | – | ﹤0.01% | 1924 |
|
|
2017
Q4 | $42K | Buy |
4,863
+147
| +3% | +$1.19K | ﹤0.01% | 1945 |
|
|
2017
Q3 | $36K | Buy |
4,716
+1,383
| +41% | +$10.5K | ﹤0.01% | 2216 |
|
|
2017
Q2 | $26K | Buy |
3,333
+2,201
| +194% | +$16.4K | ﹤0.01% | 2430 |
|
|
2017
Q1 | $8K | Sell |
1,132
-64
| -5% | -$497 | ﹤0.01% | 3060 |
|
|
2016
Q4 | $9K | Sell |
1,196
-499
| -29% | -$3.62K | ﹤0.01% | 2985 |
|
|
2016
Q3 | $11K | Buy |
1,695
+421
| +33% | +$2.73K | ﹤0.01% | 2779 |
|
|
2016
Q2 | $7K | Buy |
1,274
+1,186
| +1,348% | +$7.25K | ﹤0.01% | 2960 |
|
|
2016
Q1 | $1K | Sell |
88
-9,955
| -99% | -$62.1K | ﹤0.01% | 2245 |
|
|
2015
Q4 | $76K | Buy |
+10,043
| New | +$79.1K | 0.01% | 1335 |
|
Other funds holding SMFG
CCMG
