Jim Simons’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 | $31.3M | Buy |
2,070,773
+428,303
| +26% | +$6.47M | 0.04% | 520 |
|
|
2025
Q1 | $25.4M | Buy |
1,642,470
+31,800
| +2% | +$492K | 0.04% | 564 |
|
|
2024
Q4 | $23.3M | Sell |
1,610,670
-23,900
| -1% | -$346K | 0.03% | 599 |
|
|
2024
Q3 | $20.6M | Buy |
1,634,570
+106,100
| +7% | +$1.34M | 0.03% | 647 |
|
|
2024
Q2 | $20.5M | Sell |
1,528,470
-38,500
| -2% | -$516K | 0.03% | 573 |
|
|
2024
Q1 | $18.4M | Sell |
1,566,970
-149,100
| -9% | -$1.75M | 0.03% | 671 |
|
|
2023
Q4 | $16.6M | Sell |
1,716,070
-251,200
| -13% | -$2.43M | 0.03% | 690 |
|
|
2023
Q3 | $19.4M | Sell |
1,967,270
-161,000
| -8% | -$1.59M | 0.03% | 584 |
|
|
2023
Q2 | $18.3M | Sell |
2,128,270
-240,900
| -10% | -$2.07M | 0.03% | 715 |
|
|
2023
Q1 | $19M | Sell |
2,369,170
-314,100
| -12% | -$2.51M | 0.03% | 747 |
|
|
2022
Q4 | $21.5M | Sell |
2,683,270
-409,300
| -13% | -$3.28M | 0.03% | 674 |
|
|
2022
Q3 | $17M | Sell |
3,092,570
-449,700
| -13% | -$2.47M | 0.02% | 752 |
|
|
2022
Q2 | $20.9M | Sell |
3,542,270
-110,300
| -3% | -$651K | 0.02% | 710 |
|
|
2022
Q1 | $22.9M | Sell |
3,652,570
-34,800
| -0.9% | -$218K | 0.03% | 691 |
|
|
2021
Q4 | $25M | Sell |
3,687,370
-613,100
| -14% | -$4.16M | 0.03% | 602 |
|
|
2021
Q3 | $30.1M | Sell |
4,300,470
-932,300
| -18% | -$6.54M | 0.04% | 486 |
|
|
2021
Q2 | $36.1M | Sell |
5,232,770
-1,251,800
| -19% | -$8.62M | 0.05% | 449 |
|
|
2021
Q1 | $47M | Sell |
6,484,570
-1,226,000
| -16% | -$8.89M | 0.06% | 370 |
|
|
2020
Q4 | $47.6M | Sell |
7,710,570
-951,600
| -11% | -$5.87M | 0.05% | 366 |
|
|
2020
Q3 | $48.4M | Sell |
8,662,170
-282,900
| -3% | -$1.58M | 0.05% | 389 |
|
|
2020
Q2 | $50.3M | Sell |
8,945,070
-177,700
| -2% | -$999K | 0.04% | 427 |
|
|
2020
Q1 | $43.7M | Buy |
9,122,770
+774,964
| +9% | +$3.71M | 0.04% | 429 |
|
|
2019
Q4 | $61.9M | Buy |
8,347,806
+1,663,691
| +25% | +$12.3M | 0.05% | 438 |
|
|
2019
Q3 | $45.7M | Buy |
6,684,115
+2,402,215
| +56% | +$16.4M | 0.04% | 535 |
|
|
2019
Q2 | $30.2M | Buy |
4,281,900
+2,750,900
| +180% | +$19.4M | 0.03% | 743 |
|
|
2019
Q1 | $10.8M | Buy |
1,531,000
+1,065,800
| +229% | +$7.49M | 0.01% | 1336 |
|
|
2018
Q4 | $3.03M | Buy |
465,200
+269,156
| +137% | +$1.75M | ﹤0.01% | 2024 |
|
|
2018
Q3 | $1.57M | Buy |
196,044
+61,844
| +46% | +$497K | ﹤0.01% | 2397 |
|
|
2018
Q2 | $1.04M | Sell |
134,200
-159,100
| -54% | -$1.24M | ﹤0.01% | 2583 |
|
|
2018
Q1 | $2.49M | Buy |
293,300
+104,800
| +56% | +$891K | ﹤0.01% | 2213 |
|
|
2017
Q4 | $1.64M | Sell |
188,500
-1,366,400
| -88% | -$11.9M | ﹤0.01% | 2455 |
|
|
2017
Q3 | $12M | Buy |
1,554,900
+150,561
| +11% | +$1.16M | 0.01% | 1209 |
|
|
2017
Q2 | $11M | Buy |
1,404,339
+653,935
| +87% | +$5.14M | 0.01% | 1223 |
|
|
2017
Q1 | $5.44M | Sell |
750,404
-741,696
| -50% | -$5.38M | 0.01% | 1624 |
|
|
2016
Q4 | $11.4M | Sell |
1,492,100
-86,200
| -5% | -$659K | 0.02% | 1139 |
|
|
2016
Q3 | $10.7M | Sell |
1,578,300
-238,300
| -13% | -$1.61M | 0.02% | 1112 |
|
|
2016
Q2 | $10.4M | Sell |
1,816,600
-419,000
| -19% | -$2.4M | 0.02% | 1117 |
|
|
2016
Q1 | $13.4M | Buy |
2,235,600
+833,200
| +59% | +$5.01M | 0.03% | 927 |
|
|
2015
Q4 | $10.6M | Buy |
1,402,400
+133,200
| +10% | +$1.01M | 0.02% | 948 |
|
|
2015
Q3 | $9.68M | Sell |
1,269,200
-34,300
| -3% | -$262K | 0.02% | 966 |
|
|
2015
Q2 | $11.6M | Buy |
1,303,500
+302,100
| +30% | +$2.69M | 0.03% | 858 |
|
|
2015
Q1 | $7.75M | Buy |
1,001,400
+578,015
| +137% | +$4.47M | 0.02% | 1101 |
|
|
2014
Q4 | $3.08M | Sell |
423,385
-494,650
| -54% | -$3.6M | 0.01% | 1556 |
|
|
2014
Q3 | $7.53M | Buy |
918,035
+505,144
| +122% | +$4.14M | 0.02% | 939 |
|
|
2014
Q2 | $3.5M | Buy |
412,891
+214,191
| +108% | +$1.81M | 0.01% | 1434 |
|
|
2014
Q1 | $1.72M | Sell |
198,700
-604,200
| -75% | -$5.23M | ﹤0.01% | 1849 |
|
|
2013
Q4 | $8.42M | Sell |
802,900
-513,100
| -39% | -$5.38M | 0.02% | 887 |
|
|
2013
Q3 | $12.8M | Buy |
1,316,000
+99,600
| +8% | +$969K | 0.03% | 668 |
|
|
2013
Q2 | $11.2M | Buy |
+1,216,400
| New | +$11.2M | 0.03% | 672 |
|