Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $988K | Sell |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $827K | Buy |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $575K | Buy |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $170K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $325K | Sell |
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|
2019
Q2 | $370K | Buy |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $400K | Sell |
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|
2018
Q2 | $409K | Buy |
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|
2018
Q1 | $417K | Buy |
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|
2017
Q4 | $378K | Buy |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $255K | Buy |
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|
2017
Q1 | $182K | Buy |
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|
2016
Q4 | $144K | Buy |
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|
2016
Q3 | $128K | Sell |
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|
2016
Q2 | $109K | Buy |
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