Private Advisor Group’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
$297K Sell
19,664
-1,897
-9% -$28.7K ﹤0.01% 1988
2025
Q1
$333K Sell
21,561
-4,969
-19% -$76.8K ﹤0.01% 1811
2024
Q4
$384K Buy
26,530
+2,257
+9% +$32.7K ﹤0.01% 1725
2024
Q3
$307K Buy
24,273
+1,238
+5% +$15.6K ﹤0.01% 1934
2024
Q2
$309K Buy
23,035
+2,003
+10% +$26.9K ﹤0.01% 1859
2024
Q1
$248K Sell
21,032
-4,064
-16% -$47.8K ﹤0.01% 1973
2023
Q4
$243K Sell
25,096
-5,097
-17% -$49.3K ﹤0.01% 1928
2023
Q3
$297K Buy
30,193
+275
+0.9% +$2.71K ﹤0.01% 1619
2023
Q2
$279K Buy
29,918
+4,833
+19% +$45K ﹤0.01% 1670
2023
Q1
$201K Buy
25,085
+2,156
+9% +$17.2K ﹤0.01% 1787
2022
Q4
$182K Sell
22,929
-1,881
-8% -$14.9K 0.01% 899
2022
Q3
$136K Sell
24,810
-24,707
-50% -$135K ﹤0.01% 1740
2022
Q2
$292K Buy
49,517
+12,903
+35% +$76.1K ﹤0.01% 1663
2022
Q1
$229K Sell
36,614
-211
-0.6% -$1.32K ﹤0.01% 1823
2021
Q4
$250K Sell
36,825
-36,689
-50% -$249K ﹤0.01% 1820
2021
Q3
$514K Buy
73,514
+41,765
+132% +$292K ﹤0.01% 1497
2021
Q2
$219K Buy
31,749
+188
+0.6% +$1.3K ﹤0.01% 1786
2021
Q1
$228K Buy
31,561
+9,228
+41% +$66.7K ﹤0.01% 1676
2020
Q4
$138K Sell
22,333
-1,515
-6% -$9.36K ﹤0.01% 1671
2020
Q3
$135K Sell
23,848
-206
-0.9% -$1.17K ﹤0.01% 1463
2020
Q2
$136K Buy
+24,054
New +$136K ﹤0.01% 1545
2020
Q1
Sell
-12,019
Closed -$89K 1616
2019
Q4
$89K Sell
12,019
-12,428
-51% -$92K ﹤0.01% 1565
2019
Q3
$172K Buy
24,447
+14,043
+135% +$98.8K ﹤0.01% 1509
2019
Q2
$73K Buy
+10,404
New +$73K ﹤0.01% 1609
2017
Q4
Sell
-12,354
Closed -$95K 1379
2017
Q3
$95K Buy
+12,354
New +$95K ﹤0.01% 1414
2017
Q2
Sell
-10,243
Closed -$73K 1465
2017
Q1
$73K Buy
+10,243
New +$73K ﹤0.01% 1376