MAI Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
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|
2025
Q1 | $3.44K | Hold |
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|
2024
Q4 | $3.23K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $99K | Buy |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $81K | Buy |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $72K | Sell |
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|
2019
Q2 | $148K | Hold |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $160K | Buy |
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|
2018
Q3 | $147K | Sell |
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|
2018
Q2 | $149K | Hold |
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|
2018
Q1 | $163K | Hold |
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|
2017
Q4 | $167K | Buy |
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