Old Mission Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-76,552
| Closed | -$1.48M | – | 1261 |
|
|
2025
Q4 | $1.48M | Buy |
+76,552
| New | +$1.33M | 0.06% | 264 |
|
|
2024
Q4 | – | Sell |
-158,166
| Closed | -$2M | – | 1157 |
|
|
2024
Q3 | $2M | Buy |
158,166
+106,784
| +208% | +$1.41M | 0.04% | 315 |
|
|
2024
Q2 | $689K | Buy |
+51,382
| New | +$622K | 0.02% | 607 |
|
|
2024
Q1 | – | Sell |
-647,389
| Closed | -$6.27M | – | 1588 |
|
|
2023
Q4 | $6.27M | Buy |
+647,389
| New | +$6.28M | 0.18% | 153 |
|
|
2023
Q2 | – | Sell |
-16,866
| Closed | -$135K | – | 1525 |
|
|
2023
Q1 | $135K | Sell |
16,866
-279,682
| -94% | -$2.37M | ﹤0.01% | 1220 |
|
|
2022
Q4 | $2.38M | Sell |
296,548
-287,298
| -49% | -$1.83M | 0.1% | 258 |
|
|
2022
Q3 | $3.21M | Sell |
583,846
-350,173
| -37% | -$2.11M | 0.14% | 151 |
|
|
2022
Q2 | $5.51M | Buy |
934,019
+855,122
| +1,084% | +$5.17M | 0.18% | 127 |
|
|
2022
Q1 | $495K | Buy |
+78,897
| New | +$562K | 0.01% | 724 |
|
|
2021
Q2 | – | Sell |
-20,948
| Closed | -$152K | – | 1224 |
|
|
2021
Q1 | $152K | Sell |
20,948
-309,530
| -94% | -$2.16M | 0.01% | 701 |
|
|
2020
Q4 | $2.04M | Buy |
330,478
+283,492
| +603% | +$1.66M | 0.13% | 148 |
|
|
2020
Q3 | $263K | Sell |
46,986
-101,747
| -68% | -$583K | 0.02% | 353 |
|
|
2020
Q2 | $836K | Buy |
148,733
+54,068
| +57% | +$292K | 0.06% | 209 |
|
|
2020
Q1 | $453K | Buy |
94,665
+12,535
| +15% | +$80.7K | 0.04% | 226 |
|
|
2019
Q4 | $609K | Buy |
82,130
+71,143
| +648% | +$512K | 0.05% | 189 |
|
|
2019
Q3 | $75K | Sell |
10,987
-231,021
| -95% | -$1.58M | 0.01% | 194 |
|
|
2019
Q2 | $1.71M | Buy |
+242,008
| New | +$1.71M | 0.21% | 90 |
|
|
2019
Q1 | – | Sell |
-353,114
| Closed | -$2.3M | – | 331 |
|
|
2018
Q4 | $2.3M | Buy |
353,114
+330,347
| +1,451% | +$2.47M | 0.23% | 96 |
|
|
2018
Q3 | $183K | Buy |
+22,767
| New | +$180K | 0.03% | 234 |
|
|
2017
Q2 | – | Sell |
-36,505
| Closed | -$265K | – | 362 |
|
|
2017
Q1 | $265K | Sell |
36,505
-6,490
| -15% | -$50.4K | 0.03% | 263 |
|
|
2016
Q4 | $328K | Sell |
42,995
-129,781
| -75% | -$942K | 0.03% | 305 |
|
|
2016
Q3 | $1.17M | Buy |
172,776
+57,297
| +50% | +$372K | 0.08% | 155 |
|
|
2016
Q2 | $661K | Sell |
115,479
-7,899
| -6% | -$48.3K | 0.05% | 183 |
|
|
2016
Q1 | $742K | Buy |
+123,378
| New | +$769K | 0.07% | 140 |
|
|
2015
Q3 | – | Sell |
-292,869
| Closed | -$2.6M | – | 278 |
|
|
2015
Q2 | $2.6M | Buy |
+292,869
| New | +$2.54M | 0.33% | 31 |
|
|
2015
Q1 | – | Sell |
-119,681
| Closed | -$871K | – | 268 |
|
|
2014
Q4 | $871K | Buy |
+119,681
| New | +$908K | 0.16% | 93 |
|
Other funds holding SMFG
CCMG
