Jones Financial Companies’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 | $112K | Buy |
7,370
+4,298
| +140% | +$65.3K | ﹤0.01% | 1887 |
|
|
2025
Q1 | $48.3K | Buy |
3,072
+1,702
| +124% | +$26.8K | ﹤0.01% | 2079 |
|
|
2024
Q4 | $19.9K | Buy |
1,370
+248
| +22% | +$3.59K | ﹤0.01% | 2266 |
|
|
2024
Q3 | $13.8K | Buy |
1,122
+796
| +244% | +$9.79K | ﹤0.01% | 2085 |
|
|
2024
Q2 | $4.37K | Buy |
326
+27
| +9% | +$362 | ﹤0.01% | 1968 |
|
|
2024
Q1 | $3.52K | Sell |
299
-126
| -30% | -$1.48K | ﹤0.01% | 1210 |
|
|
2023
Q4 | $4.11K | Buy |
425
+108
| +34% | +$1.05K | ﹤0.01% | 785 |
|
|
2023
Q3 | $3.12K | Buy |
+317
| New | +$3.12K | ﹤0.01% | 540 |
|
|
2021
Q1 | – | Sell |
-911
| Closed | -$6K | – | 860 |
|
|
2020
Q4 | $6K | Buy |
+911
| New | +$6K | ﹤0.01% | 483 |
|
|
2013
Q4 | – | Sell |
-1,473
| Closed | -$14K | – | 488 |
|
|
2013
Q3 | $14K | Buy |
1,473
+1,160
| +371% | +$11K | ﹤0.01% | 475 |
|
|
2013
Q2 | $3K | Buy |
+313
| New | +$3K | ﹤0.01% | 714 |
|