LPL Financial’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 | $9.26M | Buy |
468,793
+42,446
| +10% | +$892K | ﹤0.01% | 2058 |
|
|
2025
Q4 | $8.24M | Buy |
426,347
+57,883
| +16% | +$1M | ﹤0.01% | 2091 |
|
|
2025
Q3 | $6.17M | Sell |
368,464
-160,980
| -30% | -$2.58M | ﹤0.01% | 2285 |
|
|
2025
Q2 | $8M | Buy |
529,444
+84,090
| +19% | +$1.21M | ﹤0.01% | 1918 |
|
|
2025
Q1 | $6.89M | Buy |
445,354
+120,362
| +37% | +$1.83M | ﹤0.01% | 1886 |
|
|
2024
Q4 | $4.71M | Buy |
324,992
+235,934
| +265% | +$3.24M | ﹤0.01% | 2128 |
|
|
2024
Q3 | $1.12M | Buy |
89,058
+11,514
| +15% | +$152K | ﹤0.01% | 3275 |
|
|
2024
Q2 | $1.04M | Buy |
77,544
+1,400
| +2% | +$17K | ﹤0.01% | 3223 |
|
|
2024
Q1 | $896K | Buy |
76,144
+3,875
| +5% | +$41.6K | ﹤0.01% | 3289 |
|
|
2023
Q4 | $700K | Sell |
72,269
-153,258
| -68% | -$1.49M | ﹤0.01% | 3369 |
|
|
2023
Q3 | $2.22M | Sell |
225,527
-12,834
| -5% | -$119K | ﹤0.01% | 2208 |
|
|
2023
Q2 | $2.05M | Buy |
238,361
+23,138
| +11% | +$191K | ﹤0.01% | 2228 |
|
|
2023
Q1 | $1.72M | Sell |
215,223
-58,621
| -21% | -$496K | ﹤0.01% | 2270 |
|
|
2022
Q4 | $2.2M | Buy |
273,844
+43,764
| +19% | +$279K | ﹤0.01% | 2006 |
|
|
2022
Q3 | $1.26M | Buy |
230,080
+37,150
| +19% | +$224K | ﹤0.01% | 2352 |
|
|
2022
Q2 | $1.14M | Buy |
192,930
+24,192
| +14% | +$146K | ﹤0.01% | 2481 |
|
|
2022
Q1 | $1.06M | Buy |
168,738
+57,834
| +52% | +$412K | ﹤0.01% | 2569 |
|
|
2021
Q4 | $753K | Buy |
110,904
+88,405
| +393% | +$599K | ﹤0.01% | 2910 |
|
|
2021
Q3 | $158K | Buy |
22,499
+6,410
| +40% | +$44.6K | ﹤0.01% | 4052 |
|
|
2021
Q2 | $111K | Sell |
16,089
-241
| -1% | -$1.73K | ﹤0.01% | 4047 |
|
|
2021
Q1 | $118K | Buy |
16,330
+2,229
| +16% | +$15.5K | ﹤0.01% | 3890 |
|
|
2020
Q4 | $87K | Buy |
14,101
+2,643
| +23% | +$15.5K | ﹤0.01% | 3695 |
|
|
2020
Q3 | $64K | Sell |
11,458
-181,186
| -94% | -$1.04M | ﹤0.01% | 3418 |
|
|
2020
Q2 | $1.08M | Sell |
192,644
-307,578
| -61% | -$1.66M | ﹤0.01% | 1764 |
|
|
2020
Q1 | $2.4M | Sell |
500,222
-63,313
| -11% | -$408K | 0.01% | 1083 |
|
|
2019
Q4 | $4.18M | Buy |
563,535
+31,416
| +6% | +$226K | 0.01% | 922 |
|
|
2019
Q3 | $3.64M | Buy |
532,119
+36,602
| +7% | +$250K | 0.01% | 934 |
|
|
2019
Q2 | $3.5M | Buy |
495,517
+455,396
| +1,135% | +$3.22M | 0.01% | 943 |
|
|
2019
Q1 | $282K | Sell |
40,121
-2,765
| -6% | -$19.8K | ﹤0.01% | 2699 |
|
|
2018
Q4 | $279K | Buy |
42,886
+2,207
| +5% | +$16.5K | ﹤0.01% | 2522 |
|
|
2018
Q3 | $327K | Buy |
40,679
+934
| +2% | +$7.38K | ﹤0.01% | 2607 |
|
|
2018
Q2 | $309K | Buy |
39,745
+7,217
| +22% | +$60K | ﹤0.01% | 2623 |
|
|
2018
Q1 | $276K | Sell |
32,528
-928
| -3% | -$8.29K | ﹤0.01% | 2697 |
|
|
2017
Q4 | $291K | Sell |
33,456
-91
| -0.3% | -$737 | ﹤0.01% | 2524 |
|
|
2017
Q3 | $259K | Buy |
33,547
+303
| +0.9% | +$2.31K | ﹤0.01% | 2483 |
|
|
2017
Q2 | $261K | Sell |
33,244
-20,596
| -38% | -$153K | ﹤0.01% | 2403 |
|
|
2017
Q1 | $389K | Buy |
53,840
+1,020
| +2% | +$7.92K | ﹤0.01% | 2010 |
|
|
2016
Q4 | $408K | Buy |
52,820
+172
| +0.3% | +$1.25K | ﹤0.01% | 1916 |
|
|
2016
Q3 | $352K | Buy |
52,648
+1,748
| +3% | +$11.3K | ﹤0.01% | 2002 |
|
|
2016
Q2 | $282K | Buy |
50,900
+30,703
| +152% | +$188K | ﹤0.01% | 2122 |
|
|
2016
Q1 | $121K | Buy |
20,197
+2,983
| +17% | +$18.6K | ﹤0.01% | 2916 |
|
|
2015
Q4 | $131K | Sell |
17,214
-17,576
| -51% | -$138K | ﹤0.01% | 2940 |
|
|
2015
Q3 | $273K | Sell |
34,790
-9,203
| -21% | -$77.3K | ﹤0.01% | 2271 |
|
|
2015
Q2 | $390K | Buy |
43,993
+29,673
| +207% | +$258K | ﹤0.01% | 2095 |
|
|
2015
Q1 | $112K | Buy |
14,320
+846
| +6% | +$6.33K | ﹤0.01% | 2663 |
|
|
2014
Q4 | $98K | Buy |
+13,474
| New | +$102K | ﹤0.01% | 2629 |
|
|
2013
Q3 | – | Sell |
-10,579
| Closed | -$98K | – | 2583 |
|
|
2013
Q2 | $98K | Buy |
+10,579
| New | +$94.5K | ﹤0.01% | 2335 |
|
Other funds holding SMFG
CCMG
