Lockheed Martin Investment Management’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
Q2 | $1.15M | Sell |
76,000
-45,560
| -37% | -$688K | 0.04% | 106 |
|
|
2025
Q1 | $1.88M | Sell |
121,560
-5,480
| -4% | -$84.7K | 0.08% | 100 |
|
|
2024
Q4 | $1.84M | Hold |
127,040
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $1.6M | Sell |
127,040
-9,010
| -7% | -$114K | 0.07% | 92 |
|
|
2024
Q2 | $1.82M | Sell |
136,050
-9,210
| -6% | -$124K | 0.11% | 85 |
|
|
2024
Q1 | $1.71M | Sell |
145,260
-18,790
| -11% | -$221K | 0.12% | 91 |
|
|
2023
Q4 | $1.59M | Buy |
+164,050
| New | +$1.59M | 0.11% | 95 |
|