Osaic Holdings’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 | $8.56M | Buy |
556,128
+498,160
| +859% | +$7.67M | 0.02% | 778 |
|
|
2025
Q1 | $896K | Sell |
57,968
-174,295
| -75% | -$2.69M | ﹤0.01% | 2343 |
|
|
2024
Q4 | $3.37M | Buy |
232,263
+38,903
| +20% | +$564K | 0.01% | 1269 |
|
|
2024
Q3 | $2.44M | Sell |
193,360
-8,541
| -4% | -$108K | 0.01% | 1538 |
|
|
2024
Q2 | $2.71M | Sell |
201,901
-22,931
| -10% | -$307K | 0.01% | 1423 |
|
|
2024
Q1 | $2.65M | Buy |
224,832
+134,564
| +149% | +$1.58M | 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% | +$133K | ﹤0.01% | 2369 |
|
|
2023
Q2 | $1.03M | Buy |
120,152
+3,224
| +3% | +$27.7K | ﹤0.01% | 2493 |
|
|
2023
Q1 | $936K | Buy |
116,928
+5,185
| +5% | +$41.5K | ﹤0.01% | 2536 |
|
|
2022
Q4 | $896K | Sell |
111,743
-11,982
| -10% | -$96.1K | ﹤0.01% | 2472 |
|
|
2022
Q3 | $680K | Sell |
123,725
-16,889
| -12% | -$92.8K | ﹤0.01% | 2589 |
|
|
2022
Q2 | $828K | Sell |
140,614
-18,886
| -12% | -$111K | ﹤0.01% | 2466 |
|
|
2022
Q1 | $1.39M | Buy |
159,500
+14,646
| +10% | +$128K | ﹤0.01% | 2257 |
|
|
2021
Q4 | $983K | Buy |
144,854
+13,545
| +10% | +$91.9K | ﹤0.01% | 2419 |
|
|
2021
Q3 | $921K | Sell |
131,309
-11,882
| -8% | -$83.3K | ﹤0.01% | 2429 |
|
|
2021
Q2 | $986K | Buy |
143,191
+740
| +0.5% | +$5.1K | ﹤0.01% | 2364 |
|
|
2021
Q1 | $1.03M | Buy |
142,451
+4,526
| +3% | +$32.8K | ﹤0.01% | 2202 |
|
|
2020
Q4 | $849K | Buy |
137,925
+28,783
| +26% | +$177K | ﹤0.01% | 2184 |
|
|
2020
Q3 | $611K | Buy |
109,142
+9,906
| +10% | +$55.5K | ﹤0.01% | 2253 |
|
|
2020
Q2 | $562K | Sell |
99,236
-2,353
| -2% | -$13.3K | ﹤0.01% | 2232 |
|
|
2020
Q1 | $462K | Buy |
+101,589
| New | +$462K | ﹤0.01% | 2167 |
|