Principal Street Partners’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 | $880K | Buy |
58,268
+29,134
| +100% | +$440K | 0.09% | 135 |
|
|
2025
Q1 | $450K | Hold |
29,134
| – | – | 0.08% | 134 |
|
|
2024
Q4 | $422K | Hold |
29,134
| – | – | 0.08% | 135 |
|
|
2024
Q3 | $391K | Hold |
29,134
| – | – | 0.06% | 160 |
|
|
2024
Q2 | $391K | Hold |
29,134
| – | – | 0.07% | 154 |
|
|
2024
Q1 | $338K | Hold |
29,134
| – | – | 0.06% | 168 |
|
|
2023
Q4 | $282K | Sell |
29,134
-28,764
| -50% | -$278K | 0.07% | 167 |
|
|
2023
Q3 | $570K | Buy |
57,898
+28,949
| +100% | +$285K | 0.11% | 132 |
|
|
2023
Q2 | $249K | Buy |
28,949
+1,552
| +6% | +$13.3K | 0.06% | 188 |
|
|
2023
Q1 | $219K | Buy |
27,397
+367
| +1% | +$2.94K | 0.06% | 203 |
|
|
2022
Q4 | $217K | Buy |
27,030
+3,938
| +17% | +$31.6K | 0.05% | 212 |
|
|
2022
Q3 | $127K | Buy |
23,092
+8,080
| +54% | +$44.4K | 0.03% | 195 |
|
|
2022
Q2 | $89K | Buy |
+15,012
| New | +$89K | 0.02% | 202 |
|