Parallel Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Sell |
55,008
-226
| -0.4% | -$3.42K | 0.02% | 474 |
|
|
2025
Q1 | $854K | Buy |
55,234
+12
| +0% | +$186 | 0.02% | 429 |
|
|
2024
Q4 | $800K | Sell |
55,222
-1,125
| -2% | -$16.3K | 0.02% | 449 |
|
|
2024
Q3 | $712K | Buy |
56,347
+2,796
| +5% | +$35.3K | 0.02% | 458 |
|
|
2024
Q2 | $718K | Buy |
53,551
+1,398
| +3% | +$18.7K | 0.02% | 433 |
|
|
2024
Q1 | $614K | Buy |
52,153
+11,192
| +27% | +$132K | 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% | +$11.2K | 0.01% | 509 |
|
|
2023
Q2 | $355K | Buy |
41,319
+601
| +1% | +$5.17K | 0.01% | 575 |
|
|
2023
Q1 | $326K | Sell |
40,718
-887
| -2% | -$7.1K | 0.01% | 582 |
|
|
2022
Q4 | $334K | Buy |
41,605
+3,525
| +9% | +$28.3K | 0.01% | 523 |
|
|
2022
Q3 | $209K | Sell |
38,080
-2,590
| -6% | -$14.2K | 0.01% | 661 |
|
|
2022
Q2 | $240K | Sell |
40,670
-835
| -2% | -$4.93K | 0.01% | 612 |
|
|
2022
Q1 | $271K | Sell |
41,505
-5,556
| -12% | -$36.3K | 0.01% | 612 |
|
|
2021
Q4 | $320K | Buy |
47,061
+3,699
| +9% | +$25.2K | 0.01% | 578 |
|
|
2021
Q3 | $304K | Buy |
43,362
+2,396
| +6% | +$16.8K | 0.01% | 560 |
|
|
2021
Q2 | $282K | Buy |
40,966
+2,100
| +5% | +$14.5K | 0.01% | 554 |
|
|
2021
Q1 | $282K | Sell |
38,866
-385
| -1% | -$2.79K | 0.01% | 520 |
|
|
2020
Q4 | $242K | Buy |
39,251
+3,525
| +10% | +$21.7K | 0.01% | 531 |
|
|
2020
Q3 | $200K | Buy |
35,726
+4,921
| +16% | +$27.5K | 0.01% | 556 |
|
|
2020
Q2 | $173K | Buy |
30,805
+3,486
| +13% | +$19.6K | 0.01% | 585 |
|
|
2020
Q1 | $130K | Buy |
27,319
+20,279
| +288% | +$96.5K | 0.01% | 580 |
|
|
2019
Q4 | $52K | Buy |
7,040
+2,415
| +52% | +$17.8K | ﹤0.01% | 1017 |
|
|
2019
Q3 | $32K | Sell |
4,625
-2,645
| -36% | -$18.3K | ﹤0.01% | 1155 |
|
|
2019
Q2 | $51K | Buy |
7,270
+1,960
| +37% | +$13.8K | 0.01% | 887 |
|
|
2019
Q1 | $37K | Sell |
5,310
-611
| -10% | -$4.26K | ﹤0.01% | 961 |
|
|
2018
Q4 | $38K | Buy |
5,921
+463
| +8% | +$2.97K | 0.01% | 853 |
|
|
2018
Q3 | $44K | Buy |
5,458
+550
| +11% | +$4.43K | 0.01% | 862 |
|
|
2018
Q2 | $38K | Sell |
4,908
-154
| -3% | -$1.19K | 0.01% | 826 |
|
|
2018
Q1 | $43K | Buy |
5,062
+64
| +1% | +$544 | 0.01% | 747 |
|
|
2017
Q4 | $43K | Buy |
4,998
+40
| +0.8% | +$344 | 0.01% | 750 |
|
|
2017
Q3 | $39K | Sell |
4,958
-82
| -2% | -$645 | 0.01% | 766 |
|
|
2017
Q2 | $40K | Buy |
5,040
+2,710
| +116% | +$21.5K | 0.01% | 760 |
|
|
2017
Q1 | $18K | Buy |
2,330
+740
| +47% | +$5.72K | ﹤0.01% | 1001 |
|
|
2016
Q4 | $12K | Buy |
+1,590
| New | +$12K | ﹤0.01% | 1050 |
|