Kestra Advisory Services’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 | $494K | Buy |
25,037
+15,360
| +159% | +$323K | ﹤0.01% | 2235 |
|
|
2025
Q4 | $187K | Sell |
9,677
-6,196
| -39% | -$107K | ﹤0.01% | 2948 |
|
|
2025
Q3 | $266K | Sell |
15,873
-25,333
| -61% | -$406K | ﹤0.01% | 2546 |
|
|
2025
Q2 | $623K | Buy |
41,206
+26,851
| +187% | +$386K | ﹤0.01% | 1822 |
|
|
2025
Q1 | $222K | Sell |
14,355
-17,744
| -55% | -$270K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $465K | Buy |
32,099
+15,655
| +95% | +$215K | ﹤0.01% | 1924 |
|
|
2024
Q3 | $208K | Sell |
16,444
-48,391
| -75% | -$639K | ﹤0.01% | 2346 |
|
|
2024
Q2 | $869K | Sell |
64,835
-636
| -1% | -$7.7K | ﹤0.01% | 1410 |
|
|
2024
Q1 | $771K | Buy |
65,471
+47,536
| +265% | +$510K | 0.01% | 1404 |
|
|
2023
Q4 | $174K | Sell |
17,935
-1,605
| -8% | -$15.6K | ﹤0.01% | 2136 |
|
|
2023
Q3 | $192K | Buy |
19,540
+512
| +3% | +$4.74K | ﹤0.01% | 1928 |
|
|
2023
Q2 | $164K | Sell |
19,028
-1,347
| -7% | -$11.1K | ﹤0.01% | 1938 |
|
|
2023
Q1 | $163K | Sell |
20,375
-19,292
| -49% | -$163K | ﹤0.01% | 1890 |
|
|
2022
Q4 | $318K | Sell |
39,667
-752
| -2% | -$4.79K | ﹤0.01% | 1701 |
|
|
2022
Q3 | $222K | Buy |
40,419
+6,298
| +18% | +$38K | ﹤0.01% | 1807 |
|
|
2022
Q2 | $201K | Buy |
34,121
+7,934
| +30% | +$47.9K | ﹤0.01% | 1894 |
|
|
2022
Q1 | $164K | Sell |
26,187
-11,663
| -31% | -$83.1K | ﹤0.01% | 1885 |
|
|
2021
Q4 | $257K | Sell |
37,850
-14,528
| -28% | -$98.4K | ﹤0.01% | 1707 |
|
|
2021
Q3 | $367K | Buy |
52,378
+4,580
| +10% | +$31.9K | ﹤0.01% | 1550 |
|
|
2021
Q2 | $329K | Buy |
47,798
+186
| +0.4% | +$1.33K | ﹤0.01% | 1517 |
|
|
2021
Q1 | $345K | Buy |
47,612
+26,256
| +123% | +$183K | ﹤0.01% | 1376 |
|
|
2020
Q4 | $132K | Buy |
+21,356
| New | +$125K | ﹤0.01% | 1764 |
|
Other funds holding SMFG
CCMG
