Johnson Investment Counsel’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 | $851K | Hold |
56,346
| – | – | 0.01% | 428 |
|
|
2025
Q1 | $871K | Sell |
56,346
-18,200
| -24% | -$281K | 0.01% | 418 |
|
|
2024
Q4 | $1.08M | Hold |
74,546
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $942K | Sell |
74,546
-5,600
| -7% | -$70.7K | 0.01% | 399 |
|
|
2024
Q2 | $1.07M | Sell |
80,146
-9,750
| -11% | -$131K | 0.01% | 374 |
|
|
2024
Q1 | $1.06M | Sell |
89,896
-8,108
| -8% | -$95.4K | 0.01% | 375 |
|
|
2023
Q4 | $949K | Buy |
98,004
+1,883
| +2% | +$18.2K | 0.01% | 381 |
|
|
2023
Q3 | $947K | Buy |
96,121
+121
| +0.1% | +$1.19K | 0.01% | 356 |
|
|
2023
Q2 | $826K | Sell |
96,000
-16,600
| -15% | -$143K | 0.01% | 387 |
|
|
2023
Q1 | $901K | Buy |
112,600
+21,700
| +24% | +$174K | 0.01% | 366 |
|
|
2022
Q4 | $729K | Sell |
90,900
-198
| -0.2% | -$1.59K | 0.01% | 389 |
|
|
2022
Q3 | $501K | Buy |
91,098
+198
| +0.2% | +$1.09K | 0.01% | 438 |
|
|
2022
Q2 | $536K | Hold |
90,900
| – | – | 0.01% | 436 |
|
|
2022
Q1 | $570K | Hold |
90,900
| – | – | 0.01% | 444 |
|
|
2021
Q4 | $617K | Hold |
90,900
| – | – | 0.01% | 424 |
|
|
2021
Q3 | $637K | Hold |
90,900
| – | – | 0.01% | 401 |
|
|
2021
Q2 | $638K | Buy |
90,900
+20,500
| +29% | +$144K | 0.01% | 394 |
|
|
2021
Q1 | $510K | Hold |
70,400
| – | – | 0.01% | 423 |
|
|
2020
Q4 | $434K | Sell |
70,400
-18,000
| -20% | -$111K | 0.01% | 428 |
|
|
2020
Q3 | $494K | Buy |
88,400
+22,400
| +34% | +$125K | 0.01% | 388 |
|
|
2020
Q2 | $383K | Hold |
66,000
| – | – | 0.01% | 429 |
|
|
2020
Q1 | $316K | Hold |
66,000
| – | – | 0.01% | 442 |
|
|
2019
Q4 | $489K | Sell |
66,000
-1,644
| -2% | -$12.2K | 0.01% | 420 |
|
|
2019
Q3 | $463K | Sell |
67,644
-8,631
| -11% | -$59.1K | 0.01% | 423 |
|
|
2019
Q2 | $538K | Hold |
76,275
| – | – | 0.01% | 413 |
|
|
2019
Q1 | $536K | Buy |
76,275
+1,557
| +2% | +$10.9K | 0.01% | 401 |
|
|
2018
Q4 | $486K | Buy |
74,718
+11,000
| +17% | +$71.5K | 0.01% | 403 |
|
|
2018
Q3 | $511K | Hold |
63,718
| – | – | 0.01% | 434 |
|
|
2018
Q2 | $495K | Sell |
63,718
-2,040
| -3% | -$15.8K | 0.01% | 426 |
|
|
2018
Q1 | $558K | Sell |
65,758
-1,700
| -3% | -$14.4K | 0.01% | 398 |
|
|
2017
Q4 | $586K | Buy |
67,458
+1,040
| +2% | +$9.03K | 0.01% | 388 |
|
|
2017
Q3 | $512K | Hold |
66,418
| – | – | 0.01% | 406 |
|
|
2017
Q2 | $522K | Buy |
66,418
+25,500
| +62% | +$200K | 0.01% | 399 |
|
|
2017
Q1 | $296K | Hold |
40,918
| – | – | 0.01% | 502 |
|
|
2016
Q4 | $312K | Hold |
40,918
| – | – | 0.01% | 473 |
|
|
2016
Q3 | $276K | Hold |
40,918
| – | – | 0.01% | 472 |
|
|
2016
Q2 | $234K | Buy |
40,918
+8,437
| +26% | +$48.2K | 0.01% | 501 |
|
|
2016
Q1 | $195K | Sell |
32,481
-1,314
| -4% | -$7.89K | 0.01% | 516 |
|
|
2015
Q4 | $256K | Buy |
33,795
+362
| +1% | +$2.74K | 0.01% | 461 |
|
|
2015
Q3 | $255K | Buy |
33,433
+308
| +0.9% | +$2.35K | 0.01% | 467 |
|
|
2015
Q2 | $294K | Buy |
33,125
+230
| +0.7% | +$2.04K | 0.01% | 447 |
|
|
2015
Q1 | $254K | Buy |
32,895
+8,056
| +32% | +$62.2K | 0.01% | 481 |
|
|
2014
Q4 | $180K | Buy |
24,839
+739
| +3% | +$5.36K | 0.01% | 545 |
|
|
2014
Q3 | $197K | Hold |
24,100
| – | – | 0.01% | 533 |
|
|
2014
Q2 | $204K | Buy |
24,100
+5,600
| +30% | +$47.4K | 0.01% | 483 |
|
|
2014
Q1 | $160K | Hold |
18,500
| – | – | 0.01% | 492 |
|
|
2013
Q4 | $194K | Hold |
18,500
| – | – | 0.01% | 493 |
|
|
2013
Q3 | $180K | Hold |
18,500
| – | – | 0.01% | 481 |
|
|
2013
Q2 | $170K | Buy |
+18,500
| New | +$170K | 0.01% | 491 |
|