Mather Group’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
Q3 | $548K | Hold |
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|
2025
Q2 | $494K | Hold |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $474K | Hold |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $288K | Buy |
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