Parallel Advisors’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 | $1.14M | Buy |
57,620
+4,847
| +9% | +$102K | 0.02% | 428 |
|
|
2025
Q4 | $1.02M | Buy |
52,773
+698
| +1% | +$12.1K | 0.02% | 438 |
|
|
2025
Q3 | $872K | Sell |
52,075
-2,933
| -5% | -$47K | 0.02% | 487 |
|
|
2025
Q2 | $831K | Sell |
55,008
-226
| -0.4% | -$3.25K | 0.02% | 475 |
|
|
2025
Q1 | $854K | Buy |
55,234
+12
| +0% | +$183 | 0.02% | 432 |
|
|
2024
Q4 | $800K | Sell |
55,222
-1,125
| -2% | -$15.5K | 0.02% | 453 |
|
|
2024
Q3 | $712K | Buy |
56,347
+2,796
| +5% | +$36.9K | 0.02% | 460 |
|
|
2024
Q2 | $718K | Buy |
53,551
+1,398
| +3% | +$16.9K | 0.02% | 435 |
|
|
2024
Q1 | $614K | Buy |
52,153
+11,192
| +27% | +$120K | 0.02% | 472 |
|
|
2023
Q4 | $397K | Sell |
40,961
-1,498
| -4% | -$14.5K | 0.01% | 562 |
|
|
2023
Q3 | $418K | Buy |
42,459
+1,140
| +3% | +$10.5K | 0.01% | 509 |
|
|
2023
Q2 | $355K | Buy |
41,319
+601
| +1% | +$4.96K | 0.01% | 575 |
|
|
2023
Q1 | $326K | Sell |
40,718
-887
| -2% | -$7.51K | 0.01% | 582 |
|
|
2022
Q4 | $334K | Buy |
41,605
+3,525
| +9% | +$22.4K | 0.01% | 523 |
|
|
2022
Q3 | $209K | Sell |
38,080
-2,590
| -6% | -$15.6K | 0.01% | 663 |
|
|
2022
Q2 | $240K | Sell |
40,670
-835
| -2% | -$5.04K | 0.01% | 612 |
|
|
2022
Q1 | $271K | Sell |
41,505
-5,556
| -12% | -$39.6K | 0.01% | 614 |
|
|
2021
Q4 | $320K | Buy |
47,061
+3,699
| +9% | +$25.1K | 0.01% | 581 |
|
|
2021
Q3 | $304K | Buy |
43,362
+2,396
| +6% | +$16.7K | 0.01% | 565 |
|
|
2021
Q2 | $282K | Buy |
40,966
+2,100
| +5% | +$15.1K | 0.01% | 558 |
|
|
2021
Q1 | $282K | Sell |
38,866
-385
| -1% | -$2.68K | 0.01% | 522 |
|
|
2020
Q4 | $242K | Buy |
39,251
+3,525
| +10% | +$20.7K | 0.01% | 536 |
|
|
2020
Q3 | $200K | Buy |
35,726
+4,921
| +16% | +$28.2K | 0.01% | 562 |
|
|
2020
Q2 | $173K | Buy |
30,805
+3,486
| +13% | +$18.8K | 0.01% | 587 |
|
|
2020
Q1 | $130K | Buy |
27,319
+20,279
| +288% | +$131K | 0.01% | 584 |
|
|
2019
Q4 | $52K | Buy |
7,040
+2,415
| +52% | +$17.4K | ﹤0.01% | 1022 |
|
|
2019
Q3 | $32K | Sell |
4,625
-2,645
| -36% | -$18.1K | ﹤0.01% | 1163 |
|
|
2019
Q2 | $51K | Buy |
7,270
+1,960
| +37% | +$13.9K | 0.01% | 897 |
|
|
2019
Q1 | $37K | Sell |
5,310
-611
| -10% | -$4.37K | ﹤0.01% | 966 |
|
|
2018
Q4 | $38K | Buy |
5,921
+463
| +8% | +$3.46K | 0.01% | 854 |
|
|
2018
Q3 | $44K | Buy |
5,458
+550
| +11% | +$4.35K | 0.01% | 866 |
|
|
2018
Q2 | $38K | Sell |
4,908
-154
| -3% | -$1.28K | 0.01% | 828 |
|
|
2018
Q1 | $43K | Buy |
5,062
+64
| +1% | +$572 | 0.01% | 751 |
|
|
2017
Q4 | $43K | Buy |
4,998
+40
| +0.8% | +$324 | 0.01% | 750 |
|
|
2017
Q3 | $39K | Sell |
4,958
-82
| -2% | -$625 | 0.01% | 766 |
|
|
2017
Q2 | $40K | Buy |
5,040
+2,710
| +116% | +$20.1K | 0.01% | 760 |
|
|
2017
Q1 | $18K | Buy |
2,330
+740
| +47% | +$5.75K | ﹤0.01% | 1001 |
|
|
2016
Q4 | $12K | Buy |
+1,590
| New | +$11.5K | ﹤0.01% | 1050 |
|
Other funds holding SMFG
CCMG
