Kayne Anderson Rudnick Investment Management’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
$7.58K Hold
501
﹤0.01% 736
2025
Q1
$7.76K Hold
501
﹤0.01% 708
2024
Q4
$7.27K Buy
501
+1
+0.2% +$15 ﹤0.01% 710
2024
Q3
$6.32K Buy
500
+1
+0.2% +$13 ﹤0.01% 711
2024
Q2
$6.7K Sell
499
-11
-2% -$148 ﹤0.01% 666
2024
Q1
$6.01K Buy
510
+58
+13% +$683 ﹤0.01% 664
2023
Q4
$4.38K Buy
452
+185
+69% +$1.79K ﹤0.01% 684
2023
Q3
$2.63K Hold
267
﹤0.01% 658
2023
Q2
$2.3K Buy
267
+245
+1,114% +$2.11K ﹤0.01% 668
2023
Q1
$176 Buy
+22
New +$176 ﹤0.01% 731