Natixis 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 | $18.1M | Sell |
1,200,502
-238,695
| -17% | -$3.61M | 0.03% | 516 |
|
|
2025
Q1 | $22.3M | Buy |
1,439,197
+538,823
| +60% | +$8.33M | 0.04% | 407 |
|
|
2024
Q4 | $13M | Buy |
900,374
+313,642
| +53% | +$4.54M | 0.02% | 578 |
|
|
2024
Q3 | $7.41M | Sell |
586,732
-1,958
| -0.3% | -$24.7K | 0.01% | 729 |
|
|
2024
Q2 | $7.89M | Buy |
588,690
+39,412
| +7% | +$528K | 0.02% | 681 |
|
|
2024
Q1 | $6.47M | Sell |
549,278
-57,343
| -9% | -$675K | 0.01% | 731 |
|
|
2023
Q4 | $5.87M | Sell |
606,621
-1,612,157
| -73% | -$15.6M | 0.02% | 710 |
|
|
2023
Q3 | $21.9M | Buy |
2,218,778
+80,733
| +4% | +$795K | 0.07% | 299 |
|
|
2023
Q2 | $18.4M | Buy |
2,138,045
+1,436,362
| +205% | +$12.4M | 0.06% | 344 |
|
|
2023
Q1 | $5.61M | Sell |
701,683
-10,590
| -1% | -$84.7K | 0.02% | 658 |
|
|
2022
Q4 | $5.71M | Buy |
712,273
+98,605
| +16% | +$791K | 0.02% | 644 |
|
|
2022
Q3 | $3.38M | Buy |
613,668
+31,854
| +5% | +$175K | 0.01% | 733 |
|
|
2022
Q2 | $3.43M | Sell |
581,814
-26,557
| -4% | -$157K | 0.02% | 757 |
|
|
2022
Q1 | $3.81M | Buy |
608,371
+86,064
| +16% | +$540K | 0.01% | 769 |
|
|
2021
Q4 | $3.55M | Sell |
522,307
-935,715
| -64% | -$6.35M | 0.01% | 788 |
|
|
2021
Q3 | $10.2M | Buy |
1,458,022
+28,780
| +2% | +$202K | 0.04% | 413 |
|
|
2021
Q2 | $9.85M | Buy |
1,429,242
+87,054
| +6% | +$600K | 0.05% | 414 |
|
|
2021
Q1 | $9.73M | Buy |
1,342,188
+104,302
| +8% | +$756K | 0.05% | 396 |
|
|
2020
Q4 | $7.64M | Buy |
1,237,886
+5,493
| +0.4% | +$33.9K | 0.04% | 429 |
|
|
2020
Q3 | $6.89M | Buy |
1,232,393
+13,395
| +1% | +$74.9K | 0.04% | 421 |
|
|
2020
Q2 | $6.85M | Buy |
1,218,998
+103,914
| +9% | +$584K | 0.05% | 411 |
|
|
2020
Q1 | $5.34M | Sell |
1,115,084
-154,412
| -12% | -$740K | 0.04% | 434 |
|
|
2019
Q4 | $9.41M | Buy |
1,269,496
+197,957
| +18% | +$1.47M | 0.07% | 329 |
|
|
2019
Q3 | $7.33M | Buy |
1,071,539
+11,675
| +1% | +$79.9K | 0.06% | 355 |
|
|
2019
Q2 | $7.48M | Buy |
1,059,864
+36,509
| +4% | +$258K | 0.06% | 344 |
|
|
2019
Q1 | $7.19M | Buy |
1,023,355
+191,082
| +23% | +$1.34M | 0.06% | 343 |
|
|
2018
Q4 | $5.42M | Sell |
832,273
-130,526
| -14% | -$850K | 0.05% | 384 |
|
|
2018
Q3 | $7.73M | Buy |
962,799
+44,648
| +5% | +$359K | 0.07% | 323 |
|
|
2018
Q2 | $7.13M | Buy |
918,151
+7,194
| +0.8% | +$55.9K | 0.07% | 344 |
|
|
2018
Q1 | $7.74M | Sell |
910,957
-1,042,719
| -53% | -$8.86M | 0.08% | 313 |
|
|
2017
Q4 | $17M | Buy |
1,953,676
+66,808
| +4% | +$581K | 0.17% | 131 |
|
|
2017
Q3 | $14.5M | Buy |
1,886,868
+11,821
| +0.6% | +$91.1K | 0.15% | 145 |
|
|
2017
Q2 | $14.7M | Buy |
1,875,047
+53,050
| +3% | +$417K | 0.16% | 150 |
|
|
2017
Q1 | $13.2M | Buy |
1,821,997
+26,460
| +1% | +$192K | 0.15% | 167 |
|
|
2016
Q4 | $13.7M | Buy |
1,795,537
+285,817
| +19% | +$2.18M | 0.16% | 157 |
|
|
2016
Q3 | $10.2M | Buy |
1,509,720
+114,056
| +8% | +$770K | 0.13% | 197 |
|
|
2016
Q2 | $7.98M | Buy |
1,395,664
+618,671
| +80% | +$3.54M | 0.11% | 226 |
|
|
2016
Q1 | $4.67M | Sell |
776,993
-52,412
| -6% | -$315K | 0.07% | 365 |
|
|
2015
Q4 | $6.3M | Sell |
829,405
-5,967
| -0.7% | -$45.3K | 0.1% | 249 |
|
|
2015
Q3 | $6.37M | Buy |
835,372
+15,527
| +2% | +$118K | 0.11% | 234 |
|
|
2015
Q2 | $7.29M | Buy |
819,845
+55,021
| +7% | +$489K | 0.12% | 223 |
|
|
2015
Q1 | $5.92M | Buy |
764,824
+123,546
| +19% | +$956K | 0.1% | 292 |
|
|
2014
Q4 | $4.67M | Buy |
641,278
+369,552
| +136% | +$2.69M | 0.09% | 356 |
|
|
2014
Q3 | $2.23M | Buy |
271,726
+59,524
| +28% | +$488K | 0.04% | 575 |
|
|
2014
Q2 | $1.8M | Sell |
212,202
-5,337
| -2% | -$45.2K | 0.03% | 669 |
|
|
2014
Q1 | $1.88M | Buy |
217,539
+15,880
| +8% | +$137K | 0.03% | 635 |
|
|
2013
Q4 | $2.12M | Buy |
201,659
+52,293
| +35% | +$548K | 0.03% | 586 |
|
|
2013
Q3 | $1.45M | Buy |
149,366
+33,958
| +29% | +$330K | 0.03% | 620 |
|
|
2013
Q2 | $1.06M | Buy |
+115,408
| New | +$1.06M | 0.02% | 660 |
|