Morningstar Investment Services’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-84,609
| Closed | -$1.03M | – | 349 |
|
|
2024
Q3 | $1.03M | Buy |
84,609
+1,944
| +2% | +$23.7K | 0.01% | 207 |
|
|
2024
Q2 | $1.08M | Sell |
82,665
-955
| -1% | -$12.5K | 0.01% | 197 |
|
|
2024
Q1 | $988K | Sell |
83,620
-82,684
| -50% | -$977K | 0.01% | 188 |
|
|
2023
Q4 | $1.6M | Buy |
166,304
+84,276
| +103% | +$812K | 0.01% | 197 |
|
|
2023
Q3 | $827K | Buy |
82,028
+4,362
| +6% | +$44K | 0.01% | 187 |
|
|
2023
Q2 | $667K | Buy |
77,666
+5,023
| +7% | +$43.1K | 0.01% | 183 |
|
|
2023
Q1 | $575K | Buy |
72,643
+3,705
| +5% | +$29.3K | 0.01% | 180 |
|
|
2022
Q4 | $564K | Sell |
68,938
-2,394
| -3% | -$19.6K | 0.01% | 175 |
|
|
2022
Q3 | $400K | Buy |
71,332
+3,578
| +5% | +$20.1K | 0.01% | 178 |
|
|
2022
Q2 | $405K | Buy |
67,754
+12,415
| +22% | +$74.2K | 0.01% | 184 |
|
|
2022
Q1 | $364K | Buy |
55,339
+3,050
| +6% | +$20.1K | ﹤0.01% | 198 |
|
|
2021
Q4 | $355K | Buy |
52,289
+3,754
| +8% | +$25.5K | ﹤0.01% | 203 |
|
|
2021
Q3 | $352K | Buy |
48,535
+8,664
| +22% | +$62.8K | ﹤0.01% | 199 |
|
|
2021
Q2 | $278K | Buy |
39,871
+8,190
| +26% | +$57.1K | ﹤0.01% | 202 |
|
|
2021
Q1 | $236K | Buy |
31,681
+4,171
| +15% | +$31.1K | ﹤0.01% | 196 |
|
|
2020
Q4 | $170K | Sell |
27,510
-18,893
| -41% | -$117K | ﹤0.01% | 201 |
|
|
2020
Q3 | $266K | Sell |
46,403
-1,031
| -2% | -$5.91K | ﹤0.01% | 182 |
|
|
2020
Q2 | $268K | Sell |
47,434
-2,611
| -5% | -$14.8K | ﹤0.01% | 183 |
|
|
2020
Q1 | $255K | Sell |
50,045
-1,359
| -3% | -$6.93K | ﹤0.01% | 189 |
|
|
2019
Q4 | $381K | Buy |
51,404
+3,978
| +8% | +$29.5K | 0.01% | 158 |
|
|
2019
Q3 | $325K | Sell |
47,426
-4,938
| -9% | -$33.8K | 0.01% | 160 |
|
|
2019
Q2 | $370K | Buy |
52,364
+9,860
| +23% | +$69.7K | 0.01% | 179 |
|
|
2019
Q1 | $299K | Sell |
42,504
-7,611
| -15% | -$53.5K | 0.01% | 181 |
|
|
2018
Q4 | $326K | Buy |
50,115
+296
| +0.6% | +$1.93K | 0.01% | 177 |
|
|
2018
Q3 | $400K | Sell |
49,819
-2,839
| -5% | -$22.8K | 0.01% | 164 |
|
|
2018
Q2 | $409K | Buy |
52,658
+3,576
| +7% | +$27.8K | 0.01% | 165 |
|
|
2018
Q1 | $417K | Buy |
49,082
+5,623
| +13% | +$47.8K | 0.01% | 161 |
|
|
2017
Q4 | $378K | Buy |
43,459
+5,840
| +16% | +$50.8K | 0.01% | 168 |
|
|
2017
Q3 | $290K | Buy |
37,619
+5,147
| +16% | +$39.7K | 0.01% | 177 |
|
|
2017
Q2 | $255K | Buy |
32,472
+7,414
| +30% | +$58.2K | 0.01% | 171 |
|
|
2017
Q1 | $182K | Buy |
25,058
+6,158
| +33% | +$44.7K | ﹤0.01% | 178 |
|
|
2016
Q4 | $144K | Buy |
18,900
+8
| +0% | +$61 | ﹤0.01% | 183 |
|
|
2016
Q3 | $128K | Sell |
18,892
-201
| -1% | -$1.36K | ﹤0.01% | 217 |
|
|
2016
Q2 | $109K | Buy |
+19,093
| New | +$109K | ﹤0.01% | 209 |
|