Lindbrook Capital’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
Q1 | $310K | Buy |
20,072
+729
| +4% | +$11.3K | 0.03% | 310 |
|
|
2024
Q4 | $280K | Buy |
19,343
+948
| +5% | +$13.7K | 0.03% | 321 |
|
|
2024
Q3 | $232K | Buy |
18,395
+426
| +2% | +$5.38K | 0.02% | 361 |
|
|
2024
Q2 | $241K | Buy |
17,969
+601
| +3% | +$8.06K | 0.02% | 328 |
|
|
2024
Q1 | $204K | Buy |
17,368
+1,176
| +7% | +$13.8K | 0.02% | 356 |
|
|
2023
Q4 | $157K | Buy |
16,192
+291
| +2% | +$2.82K | 0.02% | 394 |
|
|
2023
Q3 | $157K | Buy |
15,901
+2,822
| +22% | +$27.8K | 0.02% | 373 |
|
|
2023
Q2 | $112K | Sell |
13,079
-479
| -4% | -$4.12K | 0.01% | 460 |
|
|
2023
Q1 | $108K | Sell |
13,558
-1,806
| -12% | -$14.4K | 0.01% | 463 |
|
|
2022
Q4 | $123K | Sell |
15,364
-132
| -0.9% | -$1.06K | 0.02% | 442 |
|
|
2022
Q3 | $85K | Buy |
15,496
+2,323
| +18% | +$12.7K | 0.01% | 485 |
|
|
2022
Q2 | $78K | Sell |
13,173
-11,120
| -46% | -$65.8K | 0.01% | 510 |
|
|
2022
Q1 | $152K | Sell |
24,293
-1,460
| -6% | -$9.14K | 0.02% | 357 |
|
|
2021
Q4 | $175K | Buy |
25,753
+1,270
| +5% | +$8.63K | 0.03% | 338 |
|
|
2021
Q3 | $172K | Buy |
24,483
+1,225
| +5% | +$8.61K | 0.05% | 178 |
|
|
2021
Q2 | $160K | Sell |
23,258
-165
| -0.7% | -$1.14K | 0.04% | 208 |
|
|
2021
Q1 | $170K | Buy |
23,423
+165
| +0.7% | +$1.2K | 0.04% | 174 |
|
|
2020
Q4 | $144K | Sell |
23,258
-570
| -2% | -$3.53K | 0.04% | 184 |
|
|
2020
Q3 | $133K | Sell |
23,828
-31
| -0.1% | -$173 | 0.04% | 164 |
|
|
2020
Q2 | $134K | Sell |
23,859
-11,149
| -32% | -$62.6K | 0.04% | 167 |
|
|
2020
Q1 | $168K | Buy |
35,008
+1,424
| +4% | +$6.83K | 0.06% | 117 |
|
|
2019
Q4 | $249K | Sell |
33,584
-95
| -0.3% | -$704 | 0.09% | 111 |
|
|
2019
Q3 | $230K | Buy |
33,679
+10,407
| +45% | +$71.1K | 0.09% | 113 |
|
|
2019
Q2 | $164K | Buy |
23,272
+9,141
| +65% | +$64.4K | 0.06% | 163 |
|
|
2019
Q1 | $99K | Hold |
14,131
| – | – | 0.04% | 228 |
|
|
2018
Q4 | $91K | Buy |
+14,131
| New | +$91K | 0.04% | 216 |
|