Massachusetts Financial Services’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 | $5.73M | Buy |
379,185
+96,822
| +34% | +$1.46M | ﹤0.01% | 706 |
|
|
2025
Q1 | $4.37M | Buy |
282,363
+143,683
| +104% | +$2.22M | ﹤0.01% | 705 |
|
|
2024
Q4 | $2.01M | Buy |
+138,680
| New | +$2.01M | ﹤0.01% | 760 |
|
|
2023
Q4 | – | Sell |
-124,345
| Closed | -$1.22M | – | 867 |
|
|
2023
Q3 | $1.22M | Buy |
124,345
+16,141
| +15% | +$159K | ﹤0.01% | 750 |
|
|
2023
Q2 | $931K | Buy |
+108,204
| New | +$931K | ﹤0.01% | 752 |
|
|
2018
Q1 | – | Sell |
-530,538
| Closed | -$4.61M | – | 875 |
|
|
2017
Q4 | $4.61M | Buy |
530,538
+13,244
| +3% | +$115K | ﹤0.01% | 666 |
|
|
2017
Q3 | $3.99M | Sell |
517,294
-12,517
| -2% | -$96.5K | ﹤0.01% | 669 |
|
|
2017
Q2 | $4.17M | Sell |
529,811
-229,528
| -30% | -$1.8M | ﹤0.01% | 682 |
|
|
2017
Q1 | $5.51M | Sell |
759,339
-63,002
| -8% | -$457K | ﹤0.01% | 640 |
|
|
2016
Q4 | $6.28M | Buy |
822,341
+41,087
| +5% | +$314K | ﹤0.01% | 639 |
|
|
2016
Q3 | $5.27M | Sell |
781,254
-13,305
| -2% | -$89.8K | ﹤0.01% | 642 |
|
|
2016
Q2 | $4.54M | Buy |
794,559
+203,664
| +34% | +$1.16M | ﹤0.01% | 650 |
|
|
2016
Q1 | $3.55M | Sell |
590,895
-28,152
| -5% | -$169K | ﹤0.01% | 670 |
|
|
2015
Q4 | $4.7M | Sell |
619,047
-36,091
| -6% | -$274K | ﹤0.01% | 658 |
|
|
2015
Q3 | $5M | Buy |
655,138
+3,163
| +0.5% | +$24.1K | ﹤0.01% | 666 |
|
|
2015
Q2 | $5.8M | Buy |
651,975
+16,173
| +3% | +$144K | ﹤0.01% | 655 |
|
|
2015
Q1 | $4.92M | Sell |
635,802
-16
| -0% | -$124 | ﹤0.01% | 672 |
|
|
2014
Q4 | $4.63M | Sell |
635,818
-183,293
| -22% | -$1.33M | ﹤0.01% | 681 |
|
|
2014
Q3 | $6.72M | Buy |
819,111
+107,466
| +15% | +$881K | ﹤0.01% | 641 |
|
|
2014
Q2 | $6.03M | Sell |
711,645
-131,761
| -16% | -$1.12M | ﹤0.01% | 644 |
|
|
2014
Q1 | $7.3M | Sell |
843,406
-32,024
| -4% | -$277K | ﹤0.01% | 600 |
|
|
2013
Q4 | $9.18M | Buy |
875,430
+2,599
| +0.3% | +$27.3K | 0.01% | 567 |
|
|
2013
Q3 | $8.49M | Sell |
872,831
-74,664
| -8% | -$726K | 0.01% | 566 |
|
|
2013
Q2 | $8.74M | Buy |
+947,495
| New | +$8.74M | 0.01% | 546 |
|