PDS Planning’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
47,050
+1,051
| +2% | +$15.9K | 0.05% | 173 |
|
|
2025
Q1 | $711K | Buy |
45,999
+2,758
| +6% | +$42.6K | 0.06% | 161 |
|
|
2024
Q4 | $627K | Sell |
43,241
-871
| -2% | -$12.6K | 0.06% | 154 |
|
|
2024
Q3 | $557K | Buy |
44,112
+22
| +0% | +$278 | 0.05% | 171 |
|
|
2024
Q2 | $591K | Buy |
44,090
+1,321
| +3% | +$17.7K | 0.06% | 142 |
|
|
2024
Q1 | $503K | Buy |
42,769
+1,605
| +4% | +$18.9K | 0.05% | 163 |
|
|
2023
Q4 | $398K | Buy |
41,164
+1,617
| +4% | +$15.7K | 0.05% | 179 |
|
|
2023
Q3 | $390K | Buy |
39,547
+1,940
| +5% | +$19.1K | 0.05% | 167 |
|
|
2023
Q2 | $323K | Buy |
37,607
+8,019
| +27% | +$69K | 0.04% | 200 |
|
|
2023
Q1 | $237K | Buy |
29,588
+18,082
| +157% | +$145K | 0.03% | 242 |
|
|
2022
Q4 | $92.3K | Sell |
11,506
-7,619
| -40% | -$61.1K | 0.01% | 214 |
|
|
2022
Q3 | $105K | Buy |
19,125
+4,799
| +33% | +$26.3K | 0.02% | 191 |
|
|
2022
Q2 | $85K | Sell |
14,326
-62
| -0.4% | -$368 | 0.02% | 204 |
|
|
2022
Q1 | $90K | Sell |
14,388
-3,016
| -17% | -$18.9K | 0.02% | 226 |
|
|
2021
Q4 | $118K | Sell |
17,404
-4,124
| -19% | -$28K | 0.02% | 208 |
|
|
2021
Q3 | $151K | Sell |
21,528
-2,155
| -9% | -$15.1K | 0.03% | 198 |
|
|
2021
Q2 | $163K | Buy |
23,683
+5,845
| +33% | +$40.2K | 0.04% | 186 |
|
|
2021
Q1 | $129K | Sell |
17,838
-161
| -0.9% | -$1.16K | 0.04% | 165 |
|
|
2020
Q4 | $111K | Buy |
17,999
+1,321
| +8% | +$8.15K | 0.04% | 153 |
|
|
2020
Q3 | $93K | Buy |
16,678
+1,242
| +8% | +$6.93K | 0.04% | 132 |
|
|
2020
Q2 | $87K | Buy |
+15,436
| New | +$87K | 0.04% | 125 |
|