Keel Point’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $203K | Sell |
10,260
-6,852
| -40% | -$144K | 0.01% | 443 |
|
|
2025
Q4 | $331K | Sell |
17,112
-27
| -0.2% | -$468 | 0.02% | 385 |
|
|
2025
Q3 | $287K | Buy |
17,139
+482
| +3% | +$7.72K | 0.02% | 420 |
|
|
2025
Q2 | $252K | Buy |
16,657
+361
| +2% | +$5.19K | 0.02% | 430 |
|
|
2025
Q1 | $252K | Buy |
16,296
+829
| +5% | +$12.6K | 0.02% | 386 |
|
|
2024
Q4 | $224K | Sell |
15,467
-1,330
| -8% | -$18.3K | 0.02% | 393 |
|
|
2024
Q3 | $212K | Sell |
16,797
-280
| -2% | -$3.7K | 0.02% | 411 |
|
|
2024
Q2 | $218K | Buy |
17,077
+3,819
| +29% | +$46.3K | 0.02% | 396 |
|
|
2024
Q1 | $156K | Buy |
13,258
+1,416
| +12% | +$15.2K | 0.02% | 372 |
|
|
2023
Q4 | $115K | Buy |
11,842
+1,042
| +10% | +$10.1K | 0.01% | 341 |
|
|
2023
Q3 | $106K | Sell |
10,800
-720
| -6% | -$6.66K | 0.01% | 310 |
|
|
2023
Q2 | $99.1K | Sell |
11,520
-2,720
| -19% | -$22.5K | 0.01% | 309 |
|
|
2023
Q1 | $114K | Buy |
14,240
+148
| +1% | +$1.25K | 0.02% | 299 |
|
|
2022
Q4 | $113K | Sell |
14,092
-982
| -7% | -$6.25K | 0.02% | 286 |
|
|
2022
Q3 | $83K | Sell |
15,074
-890
| -6% | -$5.37K | 0.01% | 244 |
|
|
2022
Q2 | $99K | Buy |
15,964
+3,484
| +28% | +$21K | 0.02% | 249 |
|
|
2022
Q1 | $78K | Sell |
12,480
-1,058
| -8% | -$7.54K | 0.01% | 262 |
|
|
2021
Q4 | $92K | Buy |
13,538
+1,145
| +9% | +$7.76K | 0.01% | 266 |
|
|
2021
Q3 | $87K | Buy |
12,393
+111
| +0.9% | +$772 | 0.01% | 255 |
|
|
2021
Q2 | $85K | Sell |
12,282
-1,606
| -12% | -$11.5K | 0.01% | 263 |
|
|
2021
Q1 | $101K | Buy |
13,888
+2,454
| +21% | +$17.1K | 0.01% | 270 |
|
|
2020
Q4 | $71K | Buy |
11,434
+121
| +1% | +$710 | 0.01% | 238 |
|
|
2020
Q3 | $63K | Buy |
+11,313
| New | +$64.8K | 0.01% | 214 |
|
Other funds holding SMFG
CCMG
