Mather Group’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 | $494K | Hold |
32,709
| – | – | 0.01% | 391 |
|
|
2025
Q1 | $506K | Hold |
32,709
| – | – | 0.01% | 376 |
|
|
2024
Q4 | $474K | Hold |
32,709
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $413K | Buy |
32,709
+31
| +0.1% | +$392 | 0.01% | 408 |
|
|
2024
Q2 | $385K | Sell |
32,678
-82
| -0.3% | -$965 | ﹤0.01% | 471 |
|
|
2024
Q1 | $317K | Buy |
32,760
+82
| +0.3% | +$794 | 0.01% | 429 |
|
|
2023
Q4 | $316K | Hold |
32,678
| – | – | 0.01% | 443 |
|
|
2023
Q3 | $322K | Sell |
32,678
-16
| -0% | -$158 | 0.01% | 423 |
|
|
2023
Q2 | $281K | Buy |
32,694
+2,473
| +8% | +$21.3K | ﹤0.01% | 470 |
|
|
2023
Q1 | $242K | Hold |
30,221
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $242K | Sell |
30,221
-2,579
| -8% | -$20.7K | ﹤0.01% | 431 |
|
|
2022
Q3 | $180K | Buy |
+32,800
| New | +$180K | ﹤0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-41,726
| Closed | -$262K | – | 466 |
|
|
2022
Q1 | $262K | Sell |
41,726
-671
| -2% | -$4.21K | 0.01% | 370 |
|
|
2021
Q4 | $288K | Buy |
+42,397
| New | +$288K | 0.01% | 303 |
|