KeyBank National Association’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 | $1.4M | Buy |
70,930
+39,398
| +125% | +$828K | 0.01% | 528 |
|
|
2025
Q4 | $610K | Buy |
31,532
+4,899
| +18% | +$84.9K | ﹤0.01% | 728 |
|
|
2025
Q3 | $446K | Buy |
26,633
+4,168
| +19% | +$66.8K | ﹤0.01% | 840 |
|
|
2025
Q2 | $339K | Buy |
22,465
+2,681
| +14% | +$38.6K | ﹤0.01% | 932 |
|
|
2025
Q1 | $306K | Sell |
19,784
-232
| -1% | -$3.53K | ﹤0.01% | 961 |
|
|
2024
Q4 | $290K | Sell |
20,016
-426
| -2% | -$5.85K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $258K | Buy |
20,442
+252
| +1% | +$3.33K | ﹤0.01% | 1026 |
|
|
2024
Q2 | $271K | Buy |
20,190
+3,766
| +23% | +$45.6K | ﹤0.01% | 964 |
|
|
2024
Q1 | $193K | Buy |
16,424
+1,980
| +14% | +$21.2K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $140K | Sell |
14,444
-942
| -6% | -$9.13K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $152K | Buy |
15,386
+1,741
| +13% | +$16.1K | ﹤0.01% | 994 |
|
|
2023
Q2 | $117K | Buy |
13,645
+476
| +4% | +$3.93K | ﹤0.01% | 1035 |
|
|
2023
Q1 | $105K | Sell |
13,169
-2,391
| -15% | -$20.2K | ﹤0.01% | 1032 |
|
|
2022
Q4 | $125K | Sell |
15,560
-4,261
| -21% | -$27.1K | ﹤0.01% | 1027 |
|
|
2022
Q3 | $109K | Sell |
19,821
-659
| -3% | -$3.97K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $121K | Sell |
20,480
-1,735
| -8% | -$10.5K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $139K | Buy |
22,215
+11,588
| +109% | +$82.5K | ﹤0.01% | 1047 |
|
|
2021
Q4 | $72K | Buy |
+10,627
| New | +$72K | ﹤0.01% | 1070 |
|
|
2018
Q4 | – | Sell |
-11,205
| Closed | -$90K | – | 1031 |
|
|
2018
Q3 | $90K | Sell |
11,205
-2,005
| -15% | -$15.8K | ﹤0.01% | 1034 |
|
|
2018
Q2 | $103K | Buy |
13,210
+120
| +0.9% | +$997 | ﹤0.01% | 1019 |
|
|
2018
Q1 | $111K | Sell |
13,090
-1,060
| -7% | -$9.47K | ﹤0.01% | 1028 |
|
|
2017
Q4 | $123K | Buy |
+14,150
| New | +$115K | ﹤0.01% | 1019 |
|
|
2016
Q1 | – | Sell |
-11,858
| Closed | -$90K | – | 1140 |
|
|
2015
Q4 | $90K | Hold |
11,858
| – | – | ﹤0.01% | 1103 |
|
|
2015
Q3 | $90K | Hold |
11,858
| – | – | ﹤0.01% | 1112 |
|
|
2015
Q2 | $105K | Sell |
11,858
-687
| -5% | -$5.96K | ﹤0.01% | 1184 |
|
|
2015
Q1 | $97K | Buy |
+12,545
| New | +$93.8K | ﹤0.01% | 1194 |
|
Other funds holding SMFG
CCMG
