Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $2.07M | Buy |
|
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $845K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $968K | Sell |
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|
2021
Q2 | $975K | Buy |
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|
2021
Q1 | $964K | Sell |
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|
2020
Q4 | $825K | Buy |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $743K | Buy |
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|
2020
Q1 | $432K | Sell |
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|
2019
Q4 | $901K | Buy |
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|
2019
Q3 | $831K | Sell |
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|
2019
Q2 | $897K | Buy |
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|
2019
Q1 | $742K | Buy |
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|
2018
Q4 | $674K | Sell |
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|
2018
Q3 | $942K | Buy |
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|
2018
Q2 | $833K | Sell |
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|
2018
Q1 | $938K | Buy |
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|
2017
Q4 | $946K | Buy |
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|
2017
Q3 | $834K | Buy |
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|
2017
Q2 | $832K | Buy |
|
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|
2017
Q1 | $748K | Buy |
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|
2016
Q4 | $745K | Buy |
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|
2016
Q3 | $656K | Buy |
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|
2016
Q2 | $457K | Buy |
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|
2016
Q1 | $385K | Sell |
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|
2015
Q4 | $703K | Buy |
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|
2015
Q3 | $683K | Buy |
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|
2015
Q2 | $769K | Buy |
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|
2015
Q1 | $589K | Buy |
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|
2014
Q4 | $529K | Sell |
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|
2014
Q3 | $634K | Buy |
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|
2014
Q2 | $603K | Buy |
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|
2014
Q1 | $586K | Sell |
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|
2013
Q4 | $743K | Buy |
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|
2013
Q3 | $678K | Buy |
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|
2013
Q2 | $600K | Buy |
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