LPL Financial’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 | $8M | Buy |
529,444
+84,090
| +19% | +$1.27M | ﹤0.01% | 1914 |
|
|
2025
Q1 | $6.89M | Buy |
445,354
+120,362
| +37% | +$1.86M | ﹤0.01% | 1882 |
|
|
2024
Q4 | $4.71M | Buy |
324,992
+235,934
| +265% | +$3.42M | ﹤0.01% | 2120 |
|
|
2024
Q3 | $1.12M | Buy |
89,058
+11,514
| +15% | +$145K | ﹤0.01% | 3233 |
|
|
2024
Q2 | $1.04M | Buy |
77,544
+1,400
| +2% | +$18.8K | ﹤0.01% | 3182 |
|
|
2024
Q1 | $896K | Buy |
76,144
+3,875
| +5% | +$45.6K | ﹤0.01% | 3253 |
|
|
2023
Q4 | $700K | Sell |
72,269
-153,258
| -68% | -$1.48M | ﹤0.01% | 3336 |
|
|
2023
Q3 | $2.22M | Sell |
225,527
-12,834
| -5% | -$126K | ﹤0.01% | 2201 |
|
|
2023
Q2 | $2.05M | Buy |
238,361
+23,138
| +11% | +$199K | ﹤0.01% | 2220 |
|
|
2023
Q1 | $1.72M | Sell |
215,223
-58,621
| -21% | -$469K | ﹤0.01% | 2267 |
|
|
2022
Q4 | $2.2M | Buy |
273,844
+43,764
| +19% | +$351K | ﹤0.01% | 2004 |
|
|
2022
Q3 | $1.27M | Buy |
230,080
+37,150
| +19% | +$204K | ﹤0.01% | 2348 |
|
|
2022
Q2 | $1.14M | Buy |
192,930
+24,192
| +14% | +$143K | ﹤0.01% | 2476 |
|
|
2022
Q1 | $1.06M | Buy |
168,738
+57,834
| +52% | +$363K | ﹤0.01% | 2563 |
|
|
2021
Q4 | $753K | Buy |
110,904
+88,405
| +393% | +$600K | ﹤0.01% | 2901 |
|
|
2021
Q3 | $158K | Buy |
22,499
+6,410
| +40% | +$45K | ﹤0.01% | 4024 |
|
|
2021
Q2 | $111K | Sell |
16,089
-241
| -1% | -$1.66K | ﹤0.01% | 4025 |
|
|
2021
Q1 | $118K | Buy |
16,330
+2,229
| +16% | +$16.1K | ﹤0.01% | 3864 |
|
|
2020
Q4 | $87K | Buy |
14,101
+2,643
| +23% | +$16.3K | ﹤0.01% | 3677 |
|
|
2020
Q3 | $64K | Sell |
11,458
-181,186
| -94% | -$1.01M | ﹤0.01% | 3398 |
|
|
2020
Q2 | $1.08M | Sell |
192,644
-307,578
| -61% | -$1.73M | ﹤0.01% | 1756 |
|
|
2020
Q1 | $2.4M | Sell |
500,222
-63,313
| -11% | -$303K | 0.01% | 1082 |
|
|
2019
Q4 | $4.18M | Buy |
563,535
+31,416
| +6% | +$233K | 0.01% | 920 |
|
|
2019
Q3 | $3.64M | Buy |
532,119
+36,602
| +7% | +$250K | 0.01% | 932 |
|
|
2019
Q2 | $3.5M | Buy |
495,517
+455,396
| +1,135% | +$3.21M | 0.01% | 941 |
|
|
2019
Q1 | $282K | Sell |
40,121
-2,765
| -6% | -$19.4K | ﹤0.01% | 2685 |
|
|
2018
Q4 | $279K | Buy |
42,886
+2,207
| +5% | +$14.4K | ﹤0.01% | 2509 |
|
|
2018
Q3 | $327K | Buy |
40,679
+934
| +2% | +$7.51K | ﹤0.01% | 2595 |
|
|
2018
Q2 | $309K | Buy |
39,745
+7,217
| +22% | +$56.1K | ﹤0.01% | 2606 |
|
|
2018
Q1 | $276K | Sell |
32,528
-928
| -3% | -$7.87K | ﹤0.01% | 2680 |
|
|
2017
Q4 | $291K | Sell |
33,456
-91
| -0.3% | -$792 | ﹤0.01% | 2503 |
|
|
2017
Q3 | $259K | Buy |
33,547
+303
| +0.9% | +$2.34K | ﹤0.01% | 2471 |
|
|
2017
Q2 | $261K | Sell |
33,244
-20,596
| -38% | -$162K | ﹤0.01% | 2397 |
|
|
2017
Q1 | $389K | Buy |
53,840
+1,020
| +2% | +$7.37K | ﹤0.01% | 2010 |
|
|
2016
Q4 | $408K | Buy |
52,820
+172
| +0.3% | +$1.33K | ﹤0.01% | 1916 |
|
|
2016
Q3 | $352K | Buy |
52,648
+1,748
| +3% | +$11.7K | ﹤0.01% | 2000 |
|
|
2016
Q2 | $282K | Buy |
50,900
+30,703
| +152% | +$170K | ﹤0.01% | 2122 |
|
|
2016
Q1 | $121K | Buy |
20,197
+2,983
| +17% | +$17.9K | ﹤0.01% | 2916 |
|
|
2015
Q4 | $131K | Sell |
17,214
-17,576
| -51% | -$134K | ﹤0.01% | 2940 |
|
|
2015
Q3 | $273K | Sell |
34,790
-9,203
| -21% | -$72.2K | ﹤0.01% | 2271 |
|
|
2015
Q2 | $390K | Buy |
43,993
+29,673
| +207% | +$263K | ﹤0.01% | 2095 |
|
|
2015
Q1 | $112K | Buy |
14,320
+846
| +6% | +$6.62K | ﹤0.01% | 2663 |
|
|
2014
Q4 | $98K | Buy |
+13,474
| New | +$98K | ﹤0.01% | 2629 |
|
|
2013
Q3 | – | Sell |
-10,579
| Closed | -$98K | – | 2583 |
|
|
2013
Q2 | $98K | Buy |
+10,579
| New | +$98K | ﹤0.01% | 2335 |
|