Mount Yale Investment 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 | $995K | Buy |
65,854
+1,673
| +3% | +$25.3K | 0.08% | 203 |
|
|
2025
Q1 | $992K | Buy |
64,181
+2,662
| +4% | +$41.2K | 0.09% | 196 |
|
|
2024
Q4 | $891K | Sell |
61,519
-19,093
| -24% | -$277K | 0.07% | 222 |
|
|
2024
Q3 | $1.02M | Buy |
80,612
+1,226
| +2% | +$15.5K | 0.1% | 195 |
|
|
2024
Q2 | $1.06M | Buy |
79,386
+1,098
| +1% | +$14.7K | 0.08% | 197 |
|
|
2024
Q1 | $921K | Sell |
78,288
-362
| -0.5% | -$4.26K | 0.07% | 234 |
|
|
2023
Q4 | $761K | Buy |
78,650
+2,200
| +3% | +$21.3K | 0.07% | 248 |
|
|
2023
Q3 | $753K | Buy |
76,450
+2,312
| +3% | +$22.8K | 0.08% | 234 |
|
|
2023
Q2 | $638K | Buy |
74,138
+2,108
| +3% | +$18.1K | 0.07% | 275 |
|
|
2023
Q1 | $576K | Sell |
72,030
-17,418
| -19% | -$139K | 0.06% | 279 |
|
|
2022
Q4 | $717K | Buy |
89,448
+2,134
| +2% | +$17.1K | 0.08% | 243 |
|
|
2022
Q3 | $480K | Buy |
87,314
+994
| +1% | +$5.46K | 0.06% | 271 |
|
|
2022
Q2 | $509K | Sell |
86,320
-2,701
| -3% | -$15.9K | 0.06% | 289 |
|
|
2022
Q1 | $558K | Buy |
89,021
+19,399
| +28% | +$122K | 0.06% | 292 |
|
|
2021
Q4 | $473K | Buy |
69,622
+6,709
| +11% | +$45.6K | 0.05% | 300 |
|
|
2021
Q3 | $441K | Buy |
+62,913
| New | +$441K | 0.05% | 306 |
|
|
2020
Q3 | – | Sell |
-24,345
| Closed | -$137K | – | 369 |
|
|
2020
Q2 | $137K | Sell |
24,345
-111,174
| -82% | -$626K | 0.02% | 320 |
|
|
2020
Q1 | $649K | Sell |
135,519
-34,512
| -20% | -$165K | 0.15% | 141 |
|
|
2019
Q4 | $1.19M | Sell |
170,031
-13,701
| -7% | -$96.2K | 0.21% | 109 |
|
|
2019
Q3 | $1.35M | Sell |
183,732
-13,138
| -7% | -$96.2K | 0.24% | 98 |
|
|
2019
Q2 | $1.36M | Buy |
196,870
+63,415
| +48% | +$438K | 0.25% | 93 |
|
|
2019
Q1 | $938K | Buy |
133,455
+19,160
| +17% | +$135K | 0.18% | 118 |
|
|
2018
Q4 | $808K | Buy |
114,295
+46,909
| +70% | +$332K | 0.16% | 126 |
|
|
2018
Q3 | $536K | Buy |
+67,386
| New | +$536K | 0.09% | 164 |
|