Optas LLC’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 | $239K | Buy |
15,823
+2,813
| +22% | +$42.5K | 0.05% | 274 |
|
|
2025
Q1 | $201K | Buy |
13,010
+906
| +7% | +$14K | 0.04% | 283 |
|
|
2024
Q4 | $175K | Sell |
12,104
-2,145
| -15% | -$31.1K | 0.04% | 260 |
|
|
2024
Q3 | $180K | Buy |
+14,249
| New | +$180K | 0.04% | 230 |
|
|
2022
Q4 | – | Sell |
-12,395
| Closed | -$68K | – | 150 |
|
|
2022
Q3 | $68K | Sell |
12,395
-820
| -6% | -$4.5K | 0.03% | 131 |
|
|
2022
Q2 | $78K | Buy |
13,215
+730
| +6% | +$4.31K | 0.03% | 136 |
|
|
2022
Q1 | $78K | Buy |
12,485
+615
| +5% | +$3.84K | 0.03% | 147 |
|
|
2021
Q4 | $81K | Sell |
11,870
-469
| -4% | -$3.2K | 0.02% | 148 |
|
|
2021
Q3 | $87K | Buy |
12,339
+42
| +0.3% | +$296 | 0.03% | 146 |
|
|
2021
Q2 | $84K | Buy |
12,297
+308
| +3% | +$2.1K | 0.02% | 146 |
|
|
2021
Q1 | $87K | Buy |
11,989
+549
| +5% | +$3.98K | 0.03% | 138 |
|
|
2020
Q4 | $70K | Sell |
11,440
-8,298
| -42% | -$50.8K | 0.02% | 135 |
|
|
2020
Q3 | $110K | Buy |
+19,738
| New | +$110K | 0.03% | 157 |
|