Pinnacle Wealth Planning Services’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 | $658K | Sell |
33,304
-3,932
| -11% | -$82.6K | 0.07% | 168 |
|
|
2025
Q4 | $720K | Buy |
37,236
+1,756
| +5% | +$30.4K | 0.08% | 139 |
|
|
2025
Q3 | $594K | Sell |
35,480
-98
| -0.3% | -$1.57K | 0.07% | 177 |
|
|
2025
Q2 | $538K | Buy |
35,578
+3,335
| +10% | +$48K | 0.07% | 184 |
|
|
2025
Q1 | $498K | Buy |
32,243
+809
| +3% | +$12.3K | 0.07% | 165 |
|
|
2024
Q4 | $455K | Sell |
31,434
-8,263
| -21% | -$114K | 0.07% | 167 |
|
|
2024
Q3 | $501K | Buy |
39,697
+292
| +0.7% | +$3.86K | 0.07% | 194 |
|
|
2024
Q2 | $528K | Sell |
39,405
-19
| -0% | -$230 | 0.08% | 166 |
|
|
2024
Q1 | $464K | Buy |
39,424
+1,817
| +5% | +$19.5K | 0.07% | 199 |
|
|
2023
Q4 | $364K | Sell |
37,607
-1,803
| -5% | -$17.5K | 0.06% | 224 |
|
|
2023
Q3 | $388K | Sell |
39,410
-6,994
| -15% | -$64.7K | 0.06% | 202 |
|
|
2023
Q2 | $399K | Sell |
46,404
-2,184
| -4% | -$18K | 0.06% | 207 |
|
|
2023
Q1 | $389K | Sell |
48,588
-1,699
| -3% | -$14.4K | 0.06% | 219 |
|
|
2022
Q4 | $403K | Sell |
50,287
-8,604
| -15% | -$54.8K | 0.07% | 200 |
|
|
2022
Q3 | $324K | Buy |
58,891
+25,341
| +76% | +$153K | 0.06% | 215 |
|
|
2022
Q2 | $198K | Sell |
33,550
-30,370
| -48% | -$183K | 0.04% | 353 |
|
|
2022
Q1 | $401K | Buy |
63,920
+22,757
| +55% | +$162K | 0.07% | 203 |
|
|
2021
Q4 | $279K | Sell |
41,163
-562
| -1% | -$3.81K | 0.06% | 271 |
|
|
2021
Q3 | $292K | Buy |
41,725
+246
| +0.6% | +$1.71K | 0.06% | 246 |
|
|
2021
Q2 | $286K | Buy |
41,479
+252
| +0.6% | +$1.81K | 0.07% | 241 |
|
|
2021
Q1 | $299K | Buy |
41,227
+1,436
| +4% | +$10K | 0.08% | 221 |
|
|
2020
Q4 | $245K | Buy |
39,791
+8,363
| +27% | +$49.1K | 0.06% | 238 |
|
|
2020
Q3 | $176K | Buy |
31,428
+942
| +3% | +$5.4K | 0.06% | 245 |
|
|
2020
Q2 | $171K | Sell |
30,486
-8,504
| -22% | -$45.9K | 0.06% | 236 |
|
|
2020
Q1 | $186K | Buy |
38,990
+16,489
| +73% | +$106K | 0.09% | 197 |
|
|
2019
Q4 | $166K | Buy |
22,501
+2,085
| +10% | +$15K | 0.08% | 228 |
|
|
2019
Q3 | $139K | Buy |
20,416
+2,647
| +15% | +$18.1K | 0.08% | 195 |
|
|
2019
Q2 | $125K | Sell |
17,769
-851
| -5% | -$6.03K | 0.08% | 168 |
|
|
2019
Q1 | $131K | Buy |
18,620
+2,076
| +13% | +$14.8K | 0.09% | 157 |
|
|
2018
Q4 | $108K | Sell |
16,544
-22,343
| -57% | -$167K | 0.07% | 139 |
|
|
2018
Q3 | $313K | Buy |
38,887
+327
| +0.8% | +$2.58K | 0.29% | 117 |
|
|
2018
Q2 | $300K | Buy |
38,560
+1,529
| +4% | +$12.7K | 0.29% | 114 |
|
|
2018
Q1 | $314K | Buy |
37,031
+28,411
| +330% | +$254K | 0.32% | 109 |
|
|
2017
Q4 | $74K | Buy |
+8,620
| New | +$69.9K | 0.15% | 110 |
|
Other funds holding SMFG
CCMG
