MAI Capital 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 | $171K | Buy |
11,313
+11,090
| +4,973% | +$168K | ﹤0.01% | 1193 |
|
|
2025
Q1 | $3.44K | Hold |
223
| – | – | ﹤0.01% | 2664 |
|
|
2024
Q4 | $3.23K | Buy |
+223
| New | +$3.23K | ﹤0.01% | 2743 |
|
|
2022
Q2 | – | Sell |
-14,087
| Closed | -$88K | – | 900 |
|
|
2022
Q1 | $88K | Sell |
14,087
-467
| -3% | -$2.92K | ﹤0.01% | 820 |
|
|
2021
Q4 | $99K | Buy |
14,554
+427
| +3% | +$2.91K | ﹤0.01% | 819 |
|
|
2021
Q3 | $99K | Buy |
14,127
+3,156
| +29% | +$22.1K | ﹤0.01% | 722 |
|
|
2021
Q2 | $76K | Sell |
10,971
-257
| -2% | -$1.78K | ﹤0.01% | 706 |
|
|
2021
Q1 | $81K | Buy |
11,228
+183
| +2% | +$1.32K | ﹤0.01% | 664 |
|
|
2020
Q4 | $68K | Buy |
+11,045
| New | +$68K | ﹤0.01% | 616 |
|
|
2020
Q2 | – | Sell |
-10,454
| Closed | -$50K | – | 532 |
|
|
2020
Q1 | $50K | Hold |
10,454
| – | – | ﹤0.01% | 487 |
|
|
2019
Q4 | $77K | Hold |
10,454
| – | – | ﹤0.01% | 549 |
|
|
2019
Q3 | $72K | Sell |
10,454
-10,456
| -50% | -$72K | ﹤0.01% | 486 |
|
|
2019
Q2 | $148K | Hold |
20,910
| – | – | 0.01% | 497 |
|
|
2019
Q1 | $147K | Sell |
20,910
-3,648
| -15% | -$25.6K | 0.01% | 435 |
|
|
2018
Q4 | $160K | Buy |
24,558
+6,208
| +34% | +$40.4K | 0.01% | 404 |
|
|
2018
Q3 | $147K | Sell |
18,350
-826
| -4% | -$6.62K | 0.01% | 448 |
|
|
2018
Q2 | $149K | Hold |
19,176
| – | – | 0.01% | 450 |
|
|
2018
Q1 | $163K | Hold |
19,176
| – | – | 0.01% | 434 |
|
|
2017
Q4 | $167K | Buy |
+19,176
| New | +$167K | 0.01% | 448 |
|