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
2025
Q2
$8.56M Buy
2025
Q1
$896K Sell
2024
Q4
$3.37M Buy
2024
Q3
$2.44M Sell
2024
Q2
$2.71M Sell
2024
Q1
$2.65M Buy
2023
Q4
$874K Sell
2023
Q3
$1.32M Buy
2023
Q2
$1.03M Buy
2023
Q1
$936K Buy
2022
Q4
$896K Sell
2022
Q3
$680K Sell
2022
Q2
$828K Sell
2022
Q1
$1.39M Buy
2021
Q4
$983K Buy
2021
Q3
$921K Sell
2021
Q2
$986K Buy
2021
Q1
$1.03M Buy
2020
Q4
$849K Buy
2020
Q3
$611K Buy
2020
Q2
$562K Sell
2020
Q1
$462K Buy