Mercer Global Advisors’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 | $3.22M | Sell |
212,842
-33,749
| -14% | -$510K | 0.01% | 683 |
|
|
2025
Q1 | $3.81M | Buy |
246,591
+61,173
| +33% | +$946K | 0.01% | 622 |
|
|
2024
Q4 | $2.69M | Sell |
185,418
-10,340
| -5% | -$150K | 0.01% | 738 |
|
|
2024
Q3 | $2.49M | Sell |
195,758
-6,175
| -3% | -$78.4K | 0.01% | 712 |
|
|
2024
Q2 | $2.71M | Buy |
201,933
+26,110
| +15% | +$350K | 0.01% | 628 |
|
|
2024
Q1 | $2.07M | Buy |
175,823
+59,576
| +51% | +$701K | 0.01% | 717 |
|
|
2023
Q4 | $1.13M | Sell |
116,247
-25,276
| -18% | -$245K | ﹤0.01% | 927 |
|
|
2023
Q3 | $1.39M | Buy |
141,523
+5,804
| +4% | +$57.2K | 0.01% | 819 |
|
|
2023
Q2 | $1.17M | Sell |
135,719
-1,887
| -1% | -$16.2K | ﹤0.01% | 894 |
|
|
2023
Q1 | $1.1M | Sell |
137,606
-24,669
| -15% | -$197K | 0.01% | 877 |
|
|
2022
Q4 | $1.3M | Buy |
162,275
+1,322
| +0.8% | +$10.6K | 0.01% | 812 |
|
|
2022
Q3 | $885K | Sell |
160,953
-24,113
| -13% | -$133K | 0.01% | 892 |
|
|
2022
Q2 | $1.09M | Buy |
185,066
+17,555
| +10% | +$104K | 0.01% | 810 |
|
|
2022
Q1 | $1.05M | Buy |
167,511
+21,086
| +14% | +$132K | 0.01% | 876 |
|
|
2021
Q4 | $994K | Buy |
146,425
+10,860
| +8% | +$73.7K | 0.01% | 887 |
|
|
2021
Q3 | $950K | Buy |
135,565
+15,136
| +13% | +$106K | 0.01% | 881 |
|
|
2021
Q2 | $830K | Buy |
120,429
+15,499
| +15% | +$107K | 0.01% | 917 |
|
|
2021
Q1 | $761K | Buy |
104,930
+1,977
| +2% | +$14.3K | 0.01% | 901 |
|
|
2020
Q4 | $635K | Sell |
102,953
-401,533
| -80% | -$2.48M | 0.01% | 777 |
|
|
2020
Q3 | $2.82M | Buy |
504,486
+42,802
| +9% | +$239K | 0.04% | 301 |
|
|
2020
Q2 | $2.6M | Buy |
461,684
+118,585
| +35% | +$667K | 0.05% | 278 |
|
|
2020
Q1 | $1.64M | Buy |
343,099
+52,046
| +18% | +$249K | 0.04% | 350 |
|
|
2019
Q4 | $2.16M | Buy |
291,053
+31,628
| +12% | +$234K | 0.04% | 321 |
|
|
2019
Q3 | $1.77M | Buy |
259,425
+31,419
| +14% | +$215K | 0.04% | 327 |
|
|
2019
Q2 | $1.61M | Buy |
228,006
+29,699
| +15% | +$210K | 0.04% | 336 |
|
|
2019
Q1 | $1.39M | Buy |
+198,307
| New | +$1.39M | 0.05% | 319 |
|