Osaic Holdings’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 | $1.16M | Buy |
58,920
+5,129
| +10% | +$108K | ﹤0.01% | 2561 |
|
|
2025
Q4 | $1.04M | Sell |
53,791
-309,533
| -85% | -$5.37M | ﹤0.01% | 2660 |
|
|
2025
Q3 | $6.07M | Sell |
363,324
-185,150
| -34% | -$2.97M | 0.01% | 1322 |
|
|
2025
Q2 | $8.46M | Buy |
548,474
+490,506
| +846% | +$7.05M | 0.02% | 928 |
|
|
2025
Q1 | $896K | Sell |
57,968
-174,295
| -75% | -$2.65M | ﹤0.01% | 2343 |
|
|
2024
Q4 | $3.37M | Buy |
232,263
+38,903
| +20% | +$534K | 0.01% | 1269 |
|
|
2024
Q3 | $2.44M | Sell |
193,360
-8,541
| -4% | -$113K | 0.01% | 1538 |
|
|
2024
Q2 | $2.71M | Sell |
201,901
-22,931
| -10% | -$278K | 0.01% | 1423 |
|
|
2024
Q1 | $2.65M | Buy |
224,832
+134,564
| +149% | +$1.44M | 0.01% | 1493 |
|
|
2023
Q4 | $874K | Sell |
90,268
-43,342
| -32% | -$420K | ﹤0.01% | 2654 |
|
|
2023
Q3 | $1.32M | Buy |
133,610
+13,458
| +11% | +$124K | ﹤0.01% | 2369 |
|
|
2023
Q2 | $1.03M | Buy |
120,152
+3,224
| +3% | +$26.6K | ﹤0.01% | 2493 |
|
|
2023
Q1 | $936K | Buy |
116,928
+5,185
| +5% | +$43.9K | ﹤0.01% | 2536 |
|
|
2022
Q4 | $896K | Sell |
111,743
-11,982
| -10% | -$76.3K | ﹤0.01% | 2472 |
|
|
2022
Q3 | $680K | Sell |
123,725
-16,889
| -12% | -$102K | ﹤0.01% | 2589 |
|
|
2022
Q2 | $828K | Sell |
140,614
-18,886
| -12% | -$114K | ﹤0.01% | 2466 |
|
|
2022
Q1 | $1.39M | Buy |
159,500
+14,646
| +10% | +$104K | ﹤0.01% | 2257 |
|
|
2021
Q4 | $983K | Buy |
144,854
+13,545
| +10% | +$91.7K | ﹤0.01% | 2419 |
|
|
2021
Q3 | $921K | Sell |
131,309
-11,882
| -8% | -$82.7K | ﹤0.01% | 2429 |
|
|
2021
Q2 | $986K | Buy |
143,191
+740
| +0.5% | +$5.31K | ﹤0.01% | 2364 |
|
|
2021
Q1 | $1.03M | Buy |
142,451
+4,526
| +3% | +$31.5K | ﹤0.01% | 2202 |
|
|
2020
Q4 | $849K | Buy |
137,925
+28,783
| +26% | +$169K | ﹤0.01% | 2185 |
|
|
2020
Q3 | $611K | Buy |
109,142
+9,906
| +10% | +$56.8K | ﹤0.01% | 2254 |
|
|
2020
Q2 | $562K | Sell |
99,236
-2,353
| -2% | -$12.7K | ﹤0.01% | 2233 |
|
|
2020
Q1 | $462K | Buy |
+101,589
| New | +$654K | ﹤0.01% | 2168 |
|
Other funds holding SMFG
CCMG
