Oppenheimer Asset Management’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 | $1.36M | Buy |
68,828
+4,236
| +7% | +$89K | 0.02% | 655 |
|
|
2025
Q4 | $1.25M | Buy |
64,592
+19,425
| +43% | +$337K | 0.02% | 625 |
|
|
2025
Q3 | $756K | Buy |
45,167
+27,481
| +155% | +$440K | 0.01% | 818 |
|
|
2025
Q2 | $267K | Buy |
+17,686
| New | +$254K | ﹤0.01% | 1012 |
|
|
2024
Q1 | – | Sell |
-64,804
| Closed | -$627K | – | 1160 |
|
|
2023
Q4 | $627K | Sell |
64,804
-13,557
| -17% | -$131K | 0.01% | 815 |
|
|
2023
Q3 | $772K | Sell |
78,361
-65,306
| -45% | -$604K | 0.01% | 747 |
|
|
2023
Q2 | $1.24M | Sell |
143,667
-4,048
| -3% | -$33.4K | 0.02% | 643 |
|
|
2023
Q1 | $1.18M | Sell |
147,715
-6,680
| -4% | -$56.5K | 0.02% | 640 |
|
|
2022
Q4 | $1.24M | Sell |
154,395
-5,355
| -3% | -$34.1K | 0.02% | 623 |
|
|
2022
Q3 | $879K | Sell |
159,750
-2,125
| -1% | -$12.8K | 0.02% | 691 |
|
|
2022
Q2 | $955K | Sell |
161,875
-6,728
| -4% | -$40.6K | 0.02% | 685 |
|
|
2022
Q1 | $1.06M | Sell |
168,603
-19,379
| -10% | -$138K | 0.02% | 726 |
|
|
2021
Q4 | $1.28M | Sell |
187,982
-28,408
| -13% | -$192K | 0.02% | 702 |
|
|
2021
Q3 | $1.52M | Sell |
216,390
-6,226
| -3% | -$43.3K | 0.02% | 617 |
|
|
2021
Q2 | $1.53M | Buy |
222,616
+7,781
| +4% | +$55.8K | 0.02% | 618 |
|
|
2021
Q1 | $1.56M | Sell |
214,835
-12,795
| -6% | -$89.1K | 0.02% | 589 |
|
|
2020
Q4 | $1.4M | Buy |
227,630
+46,473
| +26% | +$273K | 0.02% | 582 |
|
|
2020
Q3 | $1.01M | Sell |
181,157
-6,352
| -3% | -$36.4K | 0.02% | 612 |
|
|
2020
Q2 | $1.05M | Sell |
187,509
-5,660
| -3% | -$30.6K | 0.02% | 583 |
|
|
2020
Q1 | $925K | Buy |
193,169
+37,607
| +24% | +$242K | 0.02% | 573 |
|
|
2019
Q4 | $1.15M | Sell |
155,562
-3,671
| -2% | -$26.4K | 0.02% | 590 |
|
|
2019
Q3 | $1.09M | Sell |
159,233
-13,902
| -8% | -$95K | 0.02% | 583 |
|
|
2019
Q2 | $1.22M | Sell |
173,135
-2,569
| -1% | -$18.2K | 0.03% | 556 |
|
|
2019
Q1 | $1.24M | Buy |
175,704
+20,292
| +13% | +$145K | 0.03% | 548 |
|
|
2018
Q4 | $1.01M | Sell |
155,412
-5,535
| -3% | -$41.3K | 0.03% | 562 |
|
|
2018
Q3 | $1.29M | Sell |
160,947
-4,749
| -3% | -$37.5K | 0.03% | 540 |
|
|
2018
Q2 | $1.29M | Buy |
165,696
+16,212
| +11% | +$135K | 0.03% | 528 |
|
|
2018
Q1 | $1.27M | Sell |
149,484
-36,746
| -20% | -$328K | 0.03% | 528 |
|
|
2017
Q4 | $1.44M | Hold |
186,230
| – | – | 0.04% | 477 |
|
|
2017
Q3 | $1.44M | Buy |
186,230
+63,507
| +52% | +$484K | 0.04% | 479 |
|
|
2017
Q2 | $965K | Buy |
122,723
+27,509
| +29% | +$204K | 0.03% | 597 |
|
|
2017
Q1 | $690K | Buy |
+95,214
| New | +$739K | 0.02% | 699 |
|
Other funds holding SMFG
CCMG
