Johnson Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Sell |
|
|||||
|
2025
Q2 | $851K | Hold |
|
|||||
|
2025
Q1 | $871K | Sell |
|
|||||
|
2024
Q4 | $1.08M | Hold |
|
|||||
|
2024
Q3 | $942K | Sell |
|
|||||
|
2024
Q2 | $1.07M | Sell |
|
|||||
|
2024
Q1 | $1.06M | Sell |
|
|||||
|
2023
Q4 | $949K | Buy |
|
|||||
|
2023
Q3 | $947K | Buy |
|
|||||
|
2023
Q2 | $826K | Sell |
|
|||||
|
2023
Q1 | $901K | Buy |
|
|||||
|
2022
Q4 | $729K | Sell |
|
|||||
|
2022
Q3 | $501K | Buy |
|
|||||
|
2022
Q2 | $536K | Hold |
|
|||||
|
2022
Q1 | $570K | Hold |
|
|||||
|
2021
Q4 | $617K | Hold |
|
|||||
|
2021
Q3 | $637K | Hold |
|
|||||
|
2021
Q2 | $638K | Buy |
|
|||||
|
2021
Q1 | $510K | Hold |
|
|||||
|
2020
Q4 | $434K | Sell |
|
|||||
|
2020
Q3 | $494K | Buy |
|
|||||
|
2020
Q2 | $383K | Hold |
|
|||||
|
2020
Q1 | $316K | Hold |
|
|||||
|
2019
Q4 | $489K | Sell |
|
|||||
|
2019
Q3 | $463K | Sell |
|
|||||
|
2019
Q2 | $538K | Hold |
|
|||||
|
2019
Q1 | $536K | Buy |
|
|||||
|
2018
Q4 | $486K | Buy |
|
|||||
|
2018
Q3 | $511K | Hold |
|
|||||
|
2018
Q2 | $495K | Sell |
|
|||||
|
2018
Q1 | $558K | Sell |
|
|||||
|
2017
Q4 | $586K | Buy |
|
|||||
|
2017
Q3 | $512K | Hold |
|
|||||
|
2017
Q2 | $522K | Buy |
|
|||||
|
2017
Q1 | $296K | Hold |
|
|||||
|
2016
Q4 | $312K | Hold |
|
|||||
|
2016
Q3 | $276K | Hold |
|
|||||
|
2016
Q2 | $234K | Buy |
|
|||||
|
2016
Q1 | $195K | Sell |
|
|||||
|
2015
Q4 | $256K | Buy |
|
|||||
|
2015
Q3 | $255K | Buy |
|
|||||
|
2015
Q2 | $294K | Buy |
|
|||||
|
2015
Q1 | $254K | Buy |
|
|||||
|
2014
Q4 | $180K | Buy |
|
|||||
|
2014
Q3 | $197K | Hold |
|
|||||
|
2014
Q2 | $204K | Buy |
|
|||||
|
2014
Q1 | $160K | Hold |
|
|||||
|
2013
Q4 | $194K | Hold |
|
|||||
|
2013
Q3 | $180K | Hold |
|
|||||
|
2013
Q2 | $170K | Buy |
|