Matthew Hamilton Rosenberg’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 | $57.8K | Hold |
3,827
| – | – | 0.01% | 417 |
|
|
2025
Q1 | $59.2K | Hold |
3,827
| – | – | 0.01% | 397 |
|
|
2024
Q4 | $55.5K | Sell |
3,827
-1,319
| -26% | -$19.1K | 0.01% | 406 |
|
|
2024
Q3 | $65K | Hold |
5,146
| – | – | 0.02% | 385 |
|
|
2024
Q2 | $69.2K | Hold |
5,146
| – | – | 0.02% | 369 |
|
|
2024
Q1 | $58.8K | Hold |
5,146
| – | – | 0.02% | 403 |
|
|
2023
Q4 | $49.8K | Sell |
5,146
-1,384
| -21% | -$13.4K | 0.02% | 435 |
|
|
2023
Q3 | $64.3K | Hold |
6,530
| – | – | 0.02% | 374 |
|
|
2023
Q2 | $56.2K | Hold |
6,530
| – | – | 0.02% | 409 |
|
|
2023
Q1 | $52.2K | Sell |
6,530
-1,171
| -15% | -$9.37K | 0.02% | 457 |
|
|
2022
Q4 | $61.8K | Hold |
7,701
| – | – | 0.02% | 410 |
|
|
2022
Q3 | $42K | Hold |
7,701
| – | – | 0.02% | 481 |
|
|
2022
Q2 | $46K | Sell |
7,701
-2,655
| -26% | -$15.9K | 0.02% | 479 |
|
|
2022
Q1 | $65K | Hold |
10,356
| – | – | 0.02% | 397 |
|
|
2021
Q4 | $70K | Buy |
10,356
+6,642
| +179% | +$44.9K | 0.02% | 366 |
|
|
2021
Q3 | $26K | Hold |
3,714
| – | – | 0.01% | 479 |
|
|
2021
Q2 | $26K | Hold |
3,714
| – | – | 0.01% | 449 |
|
|
2021
Q1 | $27K | Hold |
3,714
| – | – | 0.02% | 410 |
|
|
2020
Q4 | $23K | Hold |
3,714
| – | – | 0.01% | 413 |
|
|
2020
Q3 | $21K | Hold |
3,714
| – | – | 0.02% | 394 |
|
|
2020
Q2 | $21K | Buy |
+3,714
| New | +$21K | 0.02% | 419 |
|