Investors Research Corp’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 | $855K | Sell |
56,554
-1,100
| -2% | -$16.6K | 0.17% | 125 |
|
|
2025
Q1 | $891K | Sell |
57,654
-11,225
| -16% | -$174K | 0.19% | 121 |
|
|
2024
Q4 | $998K | Sell |
68,879
-675
| -1% | -$9.78K | 0.22% | 96 |
|
|
2024
Q3 | $878K | Hold |
69,554
| – | – | 0.19% | 128 |
|
|
2024
Q2 | $933K | Hold |
69,554
| – | – | 0.22% | 107 |
|
|
2024
Q1 | $819K | Sell |
69,554
-850
| -1% | -$10K | 0.19% | 132 |
|
|
2023
Q4 | $682K | Sell |
70,404
-125
| -0.2% | -$1.21K | 0.16% | 161 |
|
|
2023
Q3 | $695K | Hold |
70,529
| – | – | 0.18% | 155 |
|
|
2023
Q2 | $607K | Hold |
70,529
| – | – | 0.15% | 170 |
|
|
2023
Q1 | $564K | Hold |
70,529
| – | – | 0.15% | 189 |
|
|
2022
Q4 | $566K | Sell |
70,529
-1,325
| -2% | -$10.6K | 0.15% | 186 |
|
|
2022
Q3 | $395K | Hold |
71,854
| – | – | 0.12% | 218 |
|
|
2022
Q2 | $424K | Hold |
71,854
| – | – | 0.13% | 217 |
|
|
2022
Q1 | $451K | Hold |
71,854
| – | – | 0.13% | 206 |
|
|
2021
Q4 | $488K | Hold |
71,854
| – | – | 0.15% | 185 |
|
|
2021
Q3 | $504K | Hold |
71,854
| – | – | 0.17% | 172 |
|
|
2021
Q2 | $495K | Hold |
71,854
| – | – | 0.17% | 175 |
|
|
2021
Q1 | $521K | Sell |
71,854
-3,025
| -4% | -$21.9K | 0.2% | 173 |
|
|
2020
Q4 | $462K | Sell |
74,879
-1,100
| -1% | -$6.79K | 0.18% | 188 |
|
|
2020
Q3 | $425K | Sell |
75,979
-2,650
| -3% | -$14.8K | 0.21% | 157 |
|
|
2020
Q2 | $442K | Hold |
78,629
| – | – | 0.22% | 154 |
|
|
2020
Q1 | $377K | Hold |
78,629
| – | – | 0.24% | 156 |
|
|
2019
Q4 | $583K | Buy |
78,629
+78,400
| +34,236% | +$581K | 0.27% | 124 |
|
|
2019
Q3 | $2K | Hold |
229
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q2 | $2K | Hold |
229
| – | – | ﹤0.01% | 990 |
|
|
2019
Q1 | $2K | Buy |
+229
| New | +$2K | ﹤0.01% | 964 |
|