MML Investors Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.83M | Buy |
194,022
+29,670
| +18% | +$623K | 0.01% | 954 |
|
|
2025
Q4 | $3.18M | Buy |
164,352
+32,837
| +25% | +$569K | 0.01% | 1120 |
|
|
2025
Q3 | $2.2M | Sell |
131,515
-33,627
| -20% | -$539K | 0.01% | 1274 |
|
|
2025
Q2 | $2.5M | Buy |
165,142
+36,504
| +28% | +$525K | 0.01% | 1134 |
|
|
2025
Q1 | $1.99M | Buy |
128,638
+44,536
| +53% | +$677K | 0.01% | 1186 |
|
|
2024
Q4 | $1.22M | Buy |
84,102
+16,030
| +24% | +$220K | ﹤0.01% | 1389 |
|
|
2024
Q3 | $860K | Buy |
68,072
+5,123
| +8% | +$67.7K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $844K | Sell |
62,949
-339
| -0.5% | -$4.11K | ﹤0.01% | 1486 |
|
|
2024
Q1 | $745K | Sell |
63,288
-9,614
| -13% | -$103K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $706K | Buy |
72,902
+8,386
| +13% | +$81.3K | ﹤0.01% | 1562 |
|
|
2023
Q3 | $635K | Sell |
64,516
-4,474
| -6% | -$41.4K | ﹤0.01% | 1491 |
|
|
2023
Q2 | $593K | Buy |
68,990
+31,302
| +83% | +$259K | ﹤0.01% | 1527 |
|
|
2023
Q1 | $302K | Sell |
37,688
-9,077
| -19% | -$76.8K | ﹤0.01% | 1671 |
|
|
2022
Q4 | $375K | Buy |
46,765
+4,978
| +12% | +$31.7K | ﹤0.01% | 1641 |
|
|
2022
Q3 | $230K | Sell |
41,787
-2,659
| -6% | -$16K | ﹤0.01% | 1847 |
|
|
2022
Q2 | $262K | Sell |
44,446
-1,476
| -3% | -$8.92K | ﹤0.01% | 1752 |
|
|
2022
Q1 | $288K | Sell |
45,922
-3,145
| -6% | -$22.4K | ﹤0.01% | 1750 |
|
|
2021
Q4 | $333K | Sell |
49,067
-2,440
| -5% | -$16.5K | ﹤0.01% | 1644 |
|
|
2021
Q3 | $361K | Buy |
51,507
+4,513
| +10% | +$31.4K | ﹤0.01% | 1544 |
|
|
2021
Q2 | $324K | Sell |
46,994
-16,036
| -25% | -$115K | ﹤0.01% | 1565 |
|
|
2021
Q1 | $457K | Buy |
63,030
+1,251
| +2% | +$8.71K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $381K | Buy |
61,779
+3,407
| +6% | +$20K | ﹤0.01% | 1283 |
|
|
2020
Q3 | $326K | Sell |
58,372
-2,652
| -4% | -$15.2K | ﹤0.01% | 1243 |
|
|
2020
Q2 | $343K | Sell |
61,024
-4,819
| -7% | -$26K | ﹤0.01% | 1171 |
|
|
2020
Q1 | $315K | Buy |
65,843
+27,577
| +72% | +$178K | 0.01% | 1068 |
|
|
2019
Q4 | $284K | Buy |
38,266
+3,742
| +11% | +$26.9K | ﹤0.01% | 1258 |
|
|
2019
Q3 | $236K | Sell |
34,524
-60,744
| -64% | -$415K | ﹤0.01% | 1320 |
|
|
2019
Q2 | $673K | Buy |
95,268
+4,052
| +4% | +$28.7K | 0.01% | 892 |
|
|
2019
Q1 | $641K | Buy |
91,216
+8,885
| +11% | +$63.5K | 0.01% | 892 |
|
|
2018
Q4 | $536K | Buy |
82,331
+2,421
| +3% | +$18.1K | 0.01% | 874 |
|
|
2018
Q3 | $642K | Buy |
79,910
+27,363
| +52% | +$216K | 0.01% | 874 |
|
|
2018
Q2 | $408K | Buy |
52,547
+6,003
| +13% | +$49.9K | 0.01% | 944 |
|
|
2018
Q1 | $396K | Sell |
46,544
-4,225
| -8% | -$37.8K | 0.01% | 942 |
|
|
2017
Q4 | $441K | Buy |
50,769
+8,994
| +22% | +$72.9K | 0.01% | 898 |
|
|
2017
Q3 | $322K | Buy |
41,775
+16,617
| +66% | +$127K | 0.01% | 974 |
|
|
2017
Q2 | $198K | Buy |
+25,158
| New | +$187K | ﹤0.01% | 1182 |
|
Other funds holding SMFG
CCMG
