Manchester 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 | $3.23K | Buy |
214
+144
| +206% | +$2.18K | ﹤0.01% | 949 |
|
|
2025
Q1 | $1.08K | Hold |
70
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q4 | $1.02K | Sell |
70
-282
| -80% | -$4.09K | ﹤0.01% | 1039 |
|
|
2024
Q3 | $4.45K | Sell |
352
-177
| -33% | -$2.24K | ﹤0.01% | 909 |
|
|
2024
Q2 | $7.09K | Hold |
529
| – | – | ﹤0.01% | 802 |
|
|
2024
Q1 | $6.23K | Hold |
529
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $5.12K | Sell |
529
-335
| -39% | -$3.24K | ﹤0.01% | 694 |
|
|
2023
Q3 | $8.51K | Hold |
864
| – | – | ﹤0.01% | 599 |
|
|
2023
Q2 | $7.43K | Sell |
864
-983
| -53% | -$8.45K | ﹤0.01% | 575 |
|
|
2023
Q1 | $14.8K | Hold |
1,847
| – | – | ﹤0.01% | 518 |
|
|
2022
Q4 | $14.8K | Sell |
1,847
-263
| -12% | -$2.11K | ﹤0.01% | 436 |
|
|
2022
Q3 | $12K | Buy |
+2,110
| New | +$12K | ﹤0.01% | 439 |
|
|
2022
Q2 | – | Sell |
-1,620
| Closed | -$10K | – | 1125 |
|
|
2022
Q1 | $10K | Sell |
1,620
-214
| -12% | -$1.32K | ﹤0.01% | 541 |
|
|
2021
Q4 | $12K | Buy |
1,834
+20
| +1% | +$131 | ﹤0.01% | 546 |
|
|
2021
Q3 | $13K | Buy |
1,814
+1,151
| +174% | +$8.25K | ﹤0.01% | 563 |
|
|
2021
Q2 | $5K | Buy |
+663
| New | +$5K | ﹤0.01% | 576 |
|
|
2019
Q1 | – | Sell |
-2,336
| Closed | -$18K | – | 662 |
|
|
2018
Q4 | $18K | Hold |
2,336
| – | – | ﹤0.01% | 424 |
|
|
2018
Q3 | $19K | Hold |
2,336
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $18K | Buy |
+2,336
| New | +$18K | ﹤0.01% | 437 |
|
|
2015
Q1 | – | Sell |
-13,730
| Closed | -$100K | – | 836 |
|
|
2014
Q4 | $100K | Sell |
13,730
-6,542
| -32% | -$47.6K | 0.01% | 549 |
|
|
2014
Q3 | $166K | Buy |
20,272
+4,442
| +28% | +$36.4K | 0.02% | 401 |
|
|
2014
Q2 | $134K | Buy |
+15,830
| New | +$134K | 0.02% | 489 |
|