O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Sell |
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|
2025
Q1 | $9.77M | Buy |
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|
2024
Q4 | $8.61M | Sell |
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|
2024
Q3 | $7.98M | Buy |
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|
2024
Q2 | $7.84M | Buy |
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|
2024
Q1 | $6.16M | Buy |
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|
2023
Q4 | $4.23M | Buy |
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|
2023
Q3 | $3.87M | Buy |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $1.85M | Buy |
|
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $4.81M | Sell |
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|
2021
Q4 | $5.93M | Sell |
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|
2021
Q3 | $6.56M | Buy |
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|
2021
Q2 | $3.36M | Buy |
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|
2021
Q1 | $2.47M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.16M | Buy |
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|
2020
Q1 | $343K | Buy |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $160K | Sell |
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|
2019
Q2 | $191K | Buy |
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|
2019
Q1 | $179K | Buy |
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|
2018
Q4 | $154K | Sell |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $238K | Buy |
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|
2018
Q1 | $234K | Buy |
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|
2017
Q4 | $63K | Buy |
|
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|
2017
Q3 | $10K | Buy |
|
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|
2017
Q2 | $8K | Sell |
|
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|
2017
Q1 | $10K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $299K | Buy |
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|
2013
Q4 | $354K | Sell |
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|
2013
Q3 | $333K | Sell |
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|
2013
Q2 | $335K | Buy |
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