Inspire Investing’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 | $3.65K | Buy |
185
+11
| +6% | +$231 | ﹤0.01% | 986 |
|
|
2025
Q4 | $3.35K | Buy |
+174
| New | +$3.02K | ﹤0.01% | 968 |
|
|
2024
Q2 | – | Sell |
-10,151
| Closed | -$119K | – | 821 |
|
|
2024
Q1 | $119K | Buy |
+10,151
| New | +$109K | 0.01% | 787 |
|
|
2023
Q4 | – | Sell |
-11,047
| Closed | -$109K | – | 822 |
|
|
2023
Q3 | $109K | Sell |
11,047
-387
| -3% | -$3.58K | 0.01% | 787 |
|
|
2023
Q2 | $98.3K | Buy |
11,434
+266
| +2% | +$2.2K | 0.01% | 781 |
|
|
2023
Q1 | $89.3K | Sell |
11,168
-3,553
| -24% | -$30.1K | 0.01% | 775 |
|
|
2022
Q4 | $118K | Sell |
14,721
-885
| -6% | -$5.64K | 0.02% | 738 |
|
|
2022
Q3 | $86K | Buy |
15,606
+49
| +0.3% | +$296 | 0.01% | 751 |
|
|
2022
Q2 | $92K | Buy |
15,557
+835
| +6% | +$5.04K | 0.01% | 759 |
|
|
2022
Q1 | $92K | Sell |
14,722
-829
| -5% | -$5.91K | 0.01% | 785 |
|
|
2021
Q4 | $106K | Buy |
15,551
+195
| +1% | +$1.32K | 0.01% | 781 |
|
|
2021
Q3 | $108K | Buy |
15,356
+826
| +6% | +$5.75K | 0.01% | 792 |
|
|
2021
Q2 | $100K | Buy |
14,530
+603
| +4% | +$4.32K | 0.01% | 592 |
|
|
2021
Q1 | $101K | Sell |
13,927
-381
| -3% | -$2.65K | 0.02% | 594 |
|
|
2020
Q4 | $88K | Buy |
14,308
+932
| +7% | +$5.47K | 0.02% | 621 |
|
|
2020
Q3 | $75K | Buy |
13,376
+1,163
| +10% | +$6.67K | 0.02% | 428 |
|
|
2020
Q2 | $69K | Buy |
12,213
+267
| +2% | +$1.44K | 0.02% | 480 |
|
|
2020
Q1 | $57K | Buy |
11,946
+1,140
| +11% | +$7.34K | 0.02% | 540 |
|
|
2019
Q4 | $80K | Buy |
+10,806
| New | +$77.7K | 0.03% | 347 |
|
|
2018
Q1 | – | Sell |
-7,608
| Closed | -$66K | – | 624 |
|
|
2017
Q4 | $66K | Buy |
+7,608
| New | +$61.7K | 0.06% | 241 |
|
Other funds holding SMFG
CCMG
