Morgan Stanley’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 | $472M | Sell |
31,256,899
-3,828,867
| -11% | -$57.9M | 0.03% | 519 |
|
|
2025
Q1 | $542M | Buy |
35,085,766
+11,387,943
| +48% | +$176M | 0.04% | 440 |
|
|
2024
Q4 | $343M | Buy |
23,697,823
+7,381,603
| +45% | +$107M | 0.02% | 609 |
|
|
2024
Q3 | $206M | Buy |
16,316,220
+2,848,854
| +21% | +$36M | 0.01% | 811 |
|
|
2024
Q2 | $181M | Buy |
13,467,366
+1,343,938
| +11% | +$18M | 0.01% | 858 |
|
|
2024
Q1 | $143M | Sell |
12,123,428
-14,641,474
| -55% | -$172M | 0.01% | 958 |
|
|
2023
Q4 | $259M | Buy |
26,764,902
+14,504,443
| +118% | +$140M | 0.01% | 992 |
|
|
2023
Q3 | $121M | Sell |
12,260,459
-30,673
| -0.2% | -$302K | 0.01% | 960 |
|
|
2023
Q2 | $106M | Buy |
12,291,132
+344,108
| +3% | +$2.96M | 0.01% | 1057 |
|
|
2023
Q1 | $95.6M | Sell |
11,947,024
-1,441,497
| -11% | -$11.5M | 0.01% | 1087 |
|
|
2022
Q4 | $107M | Sell |
13,388,521
-2,297,622
| -15% | -$18.4M | 0.01% | 985 |
|
|
2022
Q3 | $86.3M | Buy |
15,686,143
+1,418,238
| +10% | +$7.8M | 0.01% | 978 |
|
|
2022
Q2 | $84.2M | Buy |
14,267,905
+6,230,405
| +78% | +$36.8M | 0.01% | 1037 |
|
|
2022
Q1 | $50.4M | Sell |
8,037,500
-915,261
| -10% | -$5.74M | 0.01% | 1304 |
|
|
2021
Q4 | $60.8M | Buy |
8,952,761
+353,554
| +4% | +$2.4M | 0.01% | 1205 |
|
|
2021
Q3 | $60.3M | Buy |
8,599,207
+67,941
| +0.8% | +$476K | 0.01% | 1163 |
|
|
2021
Q2 | $58.8M | Buy |
8,531,266
+789,643
| +10% | +$5.44M | 0.01% | 1195 |
|
|
2021
Q1 | $56.1M | Buy |
7,741,623
+598,570
| +8% | +$4.34M | 0.01% | 1099 |
|
|
2020
Q4 | $44.1M | Sell |
7,143,053
-688,081
| -9% | -$4.25M | 0.01% | 1177 |
|
|
2020
Q3 | $43.8M | Sell |
7,831,134
-133,822
| -2% | -$748K | 0.01% | 971 |
|
|
2020
Q2 | $44.8M | Sell |
7,964,956
-922,997
| -10% | -$5.19M | 0.01% | 890 |
|
|
2020
Q1 | $42.6M | Buy |
8,887,953
+417,388
| +5% | +$2M | 0.01% | 809 |
|
|
2019
Q4 | $62.8M | Buy |
8,470,565
+47,984
| +0.6% | +$356K | 0.01% | 810 |
|
|
2019
Q3 | $57.6M | Sell |
8,422,581
-444,202
| -5% | -$3.04M | 0.02% | 782 |
|
|
2019
Q2 | $62.6M | Buy |
8,866,783
+137,875
| +2% | +$973K | 0.02% | 745 |
|
|
2019
Q1 | $61.4M | Buy |
8,728,908
+86,549
| +1% | +$608K | 0.02% | 736 |
|
|
2018
Q4 | $56.3M | Sell |
8,642,359
-1,255,008
| -13% | -$8.17M | 0.02% | 757 |
|
|
2018
Q3 | $79.5M | Buy |
9,897,367
+118,091
| +1% | +$948K | 0.02% | 713 |
|
|
2018
Q2 | $76M | Sell |
9,779,276
-42,230
| -0.4% | -$328K | 0.02% | 709 |
|
|
2018
Q1 | $83.5M | Buy |
9,821,506
+329,376
| +3% | +$2.8M | 0.02% | 667 |
|
|
2017
Q4 | $82.5M | Buy |
9,492,130
+1,092,724
| +13% | +$9.5M | 0.02% | 674 |
|
|
2017
Q3 | $64.8M | Sell |
8,399,406
-1,276
| -0% | -$9.84K | 0.02% | 767 |
|
|
2017
Q2 | $66M | Buy |
8,400,682
+771,770
| +10% | +$6.07M | 0.02% | 768 |
|
|
2017
Q1 | $55.3M | Buy |
7,628,912
+26,708
| +0.4% | +$194K | 0.02% | 853 |
|
|
2016
Q4 | $58.1M | Sell |
7,602,204
-305,875
| -4% | -$2.34M | 0.02% | 797 |
|
|
2016
Q3 | $53.4M | Sell |
7,908,079
-909,402
| -10% | -$6.14M | 0.02% | 818 |
|
|
2016
Q2 | $50.4M | Sell |
8,817,481
-4,615,356
| -34% | -$26.4M | 0.02% | 791 |
|
|
2016
Q1 | $80.7M | Sell |
13,432,837
-9,854,150
| -42% | -$59.2M | 0.03% | 542 |
|
|
2015
Q4 | $177M | Sell |
23,286,987
-2,122,081
| -8% | -$16.1M | 0.06% | 318 |
|
|
2015
Q3 | $194M | Sell |
25,409,068
-439,817
| -2% | -$3.36M | 0.07% | 292 |
|
|
2015
Q2 | $230M | Buy |
25,848,885
+4,545,288
| +21% | +$40.4M | 0.08% | 280 |
|
|
2015
Q1 | $165M | Buy |
21,303,597
+5,035,100
| +31% | +$39M | 0.06% | 346 |
|
|
2014
Q4 | $118M | Sell |
16,268,497
-1,116,945
| -6% | -$8.13M | 0.04% | 452 |
|
|
2014
Q3 | $143M | Buy |
17,385,442
+1,671,685
| +11% | +$13.7M | 0.05% | 383 |
|
|
2014
Q2 | $133M | Buy |
15,713,757
+713,521
| +5% | +$6.04M | 0.05% | 404 |
|
|
2014
Q1 | $130M | Buy |
15,000,236
+1,900,503
| +15% | +$16.4M | 0.05% | 386 |
|
|
2013
Q4 | $137M | Buy |
13,099,733
+4,798,758
| +58% | +$50.3M | 0.06% | 357 |
|
|
2013
Q3 | $80.8M | Buy |
8,300,975
+2,218,576
| +36% | +$21.6M | 0.04% | 484 |
|
|
2013
Q2 | $56.1M | Buy |
+6,082,399
| New | +$56.1M | 0.03% | 604 |
|