Park Avenue Securities’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 | – | Sell |
-154,946
| Closed | -$3M | – | 1687 |
|
|
2025
Q4 | $3M | Sell |
154,946
-1,005
| -0.6% | -$17.4K | 0.03% | 419 |
|
|
2025
Q3 | $2.61M | Sell |
155,951
-65,198
| -29% | -$1.04M | 0.02% | 490 |
|
|
2025
Q2 | $3.34M | Buy |
221,149
+26,173
| +13% | +$376K | 0.03% | 360 |
|
|
2025
Q1 | $3.01M | Buy |
194,976
+4,882
| +3% | +$74.3K | 0.04% | 292 |
|
|
2024
Q4 | $2.75M | Buy |
190,094
+50,797
| +36% | +$698K | 0.03% | 374 |
|
|
2024
Q3 | $1.76M | Buy |
139,297
+13,614
| +11% | +$180K | 0.02% | 469 |
|
|
2024
Q2 | $1.69M | Buy |
125,683
+14,076
| +13% | +$170K | 0.02% | 468 |
|
|
2024
Q1 | $1.31M | Buy |
111,607
+62,123
| +126% | +$666K | 0.02% | 548 |
|
|
2023
Q4 | $479K | Sell |
49,484
-66
| -0.1% | -$640 | 0.01% | 924 |
|
|
2023
Q3 | $488K | Sell |
49,550
-1,036
| -2% | -$9.58K | 0.01% | 843 |
|
|
2023
Q2 | $435K | Buy |
50,586
+8,938
| +21% | +$73.8K | 0.01% | 641 |
|
|
2023
Q1 | $333K | Buy |
41,648
+194
| +0.5% | +$1.64K | 0.01% | 656 |
|
|
2022
Q4 | $332K | Buy |
41,454
+6,138
| +17% | +$39.1K | 0.01% | 941 |
|
|
2022
Q3 | $194K | Sell |
35,316
-8,351
| -19% | -$50.4K | ﹤0.01% | 1068 |
|
|
2022
Q2 | $258K | Buy |
43,667
+2,338
| +6% | +$14.1K | 0.01% | 981 |
|
|
2022
Q1 | $259K | Sell |
41,329
-355
| -0.9% | -$2.53K | ﹤0.01% | 1009 |
|
|
2021
Q4 | $283K | Buy |
41,684
+4,403
| +12% | +$29.8K | 0.01% | 937 |
|
|
2021
Q3 | $261K | Buy |
37,281
+1,794
| +5% | +$12.5K | 0.01% | 907 |
|
|
2021
Q2 | $245K | Sell |
35,487
-982
| -3% | -$7.04K | 0.01% | 914 |
|
|
2021
Q1 | $264K | Buy |
36,469
+3,914
| +12% | +$27.3K | 0.01% | 828 |
|
|
2020
Q4 | $201K | Sell |
32,555
-3,771
| -10% | -$22.1K | 0.01% | 817 |
|
|
2020
Q3 | $203K | Sell |
36,326
-3,224
| -8% | -$18.5K | 0.01% | 698 |
|
|
2020
Q2 | $222K | Buy |
39,550
+3,283
| +9% | +$17.7K | 0.01% | 609 |
|
|
2020
Q1 | $174K | Buy |
36,267
+11,663
| +47% | +$75.1K | 0.01% | 290 |
|
|
2019
Q4 | $182K | Buy |
24,604
+2,298
| +10% | +$16.5K | 0.01% | 590 |
|
|
2019
Q3 | $153K | Sell |
22,306
-6,274
| -22% | -$42.9K | 0.01% | 509 |
|
|
2019
Q2 | $202K | Buy |
28,580
+2,119
| +8% | +$15K | 0.02% | 255 |
|
|
2019
Q1 | $191K | Buy |
26,461
+97
| +0.4% | +$694 | 0.01% | 450 |
|
|
2018
Q4 | $189K | Buy |
26,364
+8,192
| +45% | +$61.1K | 0.03% | 194 |
|
|
2018
Q3 | $147K | Sell |
18,172
-3,917
| -18% | -$31K | 0.02% | 205 |
|
|
2018
Q2 | $169K | Buy |
22,089
+10,404
| +89% | +$86.4K | 0.03% | 185 |
|
|
2018
Q1 | $97K | Sell |
11,685
-3,446
| -23% | -$30.8K | 0.02% | 169 |
|
|
2017
Q4 | $133K | Buy |
15,131
+807
| +6% | +$6.54K | 0.03% | 120 |
|
|
2017
Q3 | $110K | Buy |
14,324
+1,058
| +8% | +$8.06K | 0.03% | 106 |
|
|
2017
Q2 | $105K | Buy |
+13,266
| New | +$98.6K | 0.01% | 207 |
|
Other funds holding SMFG
CCMG
