Northwestern Mutual Wealth Management’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 | $29.9K | Buy |
1,979
+1,227
| +163% | +$18.5K | ﹤0.01% | 2429 |
|
|
2025
Q1 | $11.6K | Sell |
752
-857
| -53% | -$13.2K | ﹤0.01% | 2689 |
|
|
2024
Q4 | $23.3K | Buy |
1,609
+665
| +70% | +$9.64K | ﹤0.01% | 2455 |
|
|
2024
Q3 | $11.9K | Buy |
944
+325
| +53% | +$4.11K | ﹤0.01% | 2628 |
|
|
2024
Q2 | $8.3K | Sell |
619
-1,083
| -64% | -$14.5K | ﹤0.01% | 2711 |
|
|
2024
Q1 | $20K | Buy |
1,702
+1,102
| +184% | +$13K | ﹤0.01% | 2415 |
|
|
2023
Q4 | $5.81K | Buy |
600
+10
| +2% | +$97 | ﹤0.01% | 2823 |
|
|
2023
Q3 | $5.81K | Buy |
590
+450
| +321% | +$4.43K | ﹤0.01% | 2714 |
|
|
2023
Q2 | $1.2K | Sell |
140
-255
| -65% | -$2.19K | ﹤0.01% | 3063 |
|
|
2023
Q1 | $3.16K | Buy |
395
+268
| +211% | +$2.14K | ﹤0.01% | 2860 |
|
|
2022
Q4 | $1.02K | Buy |
+127
| New | +$1.02K | ﹤0.01% | 3042 |
|
|
2022
Q2 | – | Sell |
-947
| Closed | -$6K | – | 3448 |
|
|
2022
Q1 | $6K | Sell |
947
-3,230
| -77% | -$20.5K | ﹤0.01% | 2701 |
|
|
2021
Q4 | $28K | Buy |
4,177
+3,101
| +288% | +$20.8K | ﹤0.01% | 2197 |
|
|
2021
Q3 | $7K | Buy |
1,076
+262
| +32% | +$1.7K | ﹤0.01% | 2584 |
|
|
2021
Q2 | $6K | Buy |
+814
| New | +$6K | ﹤0.01% | 2615 |
|
|
2021
Q1 | – | Sell |
-598
| Closed | -$4K | – | 2952 |
|
|
2020
Q4 | $4K | Sell |
598
-541
| -47% | -$3.62K | ﹤0.01% | 2423 |
|
|
2020
Q3 | $6K | Buy |
+1,139
| New | +$6K | ﹤0.01% | 2143 |
|
|
2020
Q2 | – | Sell |
-404
| Closed | -$2K | – | 2665 |
|
|
2020
Q1 | $2K | Sell |
404
-2,498
| -86% | -$12.4K | ﹤0.01% | 2287 |
|
|
2019
Q4 | $21K | Buy |
2,902
+886
| +44% | +$6.41K | ﹤0.01% | 1726 |
|
|
2019
Q3 | $14K | Buy |
2,016
+15
| +0.7% | +$104 | ﹤0.01% | 1834 |
|
|
2019
Q2 | $14K | Sell |
2,001
-638
| -24% | -$4.46K | ﹤0.01% | 1850 |
|
|
2019
Q1 | $18K | Buy |
2,639
+2,063
| +358% | +$14.1K | ﹤0.01% | 1765 |
|
|
2018
Q4 | $4K | Sell |
576
-343
| -37% | -$2.38K | ﹤0.01% | 2088 |
|
|
2018
Q3 | $7K | Buy |
919
+611
| +198% | +$4.65K | ﹤0.01% | 2037 |
|
|
2018
Q2 | $2K | Buy |
+308
| New | +$2K | ﹤0.01% | 2188 |
|
|
2018
Q1 | – | Sell |
-1,274
| Closed | -$11K | – | 2408 |
|
|
2017
Q4 | $11K | Buy |
1,274
+8
| +0.6% | +$69 | ﹤0.01% | 1735 |
|
|
2017
Q3 | $10K | Sell |
1,266
-833
| -40% | -$6.58K | ﹤0.01% | 1667 |
|
|
2017
Q2 | $17K | Buy |
2,099
+117
| +6% | +$948 | ﹤0.01% | 1447 |
|
|
2017
Q1 | $14K | Sell |
1,982
-257
| -11% | -$1.82K | ﹤0.01% | 1447 |
|
|
2016
Q4 | $17K | Buy |
+2,239
| New | +$17K | ﹤0.01% | 1428 |
|
|
2016
Q3 | – | Sell |
-1,686
| Closed | -$9K | – | 1320 |
|
|
2016
Q2 | $9K | Buy |
1,686
+527
| +45% | +$2.81K | ﹤0.01% | 1405 |
|
|
2016
Q1 | $7K | Buy |
+1,159
| New | +$7K | ﹤0.01% | 1552 |
|
|
2015
Q4 | – | Sell |
-915
| Closed | -$7K | – | 1822 |
|
|
2015
Q3 | $7K | Buy |
+915
| New | +$7K | ﹤0.01% | 1173 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$5K | – | 1620 |
|
|
2015
Q1 | $5K | Buy |
+600
| New | +$5K | ﹤0.01% | 1197 |
|
|
2014
Q4 | – | Sell |
-24
| Closed | – | – | 1810 |
|
|
2014
Q3 | $0 | Sell |
24
-247
| -91% | – | ﹤0.01% | 1446 |
|
|
2014
Q2 | $2K | Buy |
+271
| New | +$2K | ﹤0.01% | 1165 |
|