Private Advisor Group’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 | $443K | Buy |
22,435
+1,532
| +7% | +$32.2K | ﹤0.01% | 1940 |
|
|
2025
Q4 | $404K | Buy |
20,903
+582
| +3% | +$10.1K | ﹤0.01% | 1964 |
|
|
2025
Q3 | $340K | Buy |
20,321
+657
| +3% | +$10.5K | ﹤0.01% | 1999 |
|
|
2025
Q2 | $297K | Sell |
19,664
-1,897
| -9% | -$27.3K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $333K | Sell |
21,561
-4,969
| -19% | -$75.6K | ﹤0.01% | 1812 |
|
|
2024
Q4 | $384K | Buy |
26,530
+2,257
| +9% | +$31K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $307K | Buy |
24,273
+1,238
| +5% | +$16.4K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $309K | Buy |
23,035
+2,003
| +10% | +$24.3K | ﹤0.01% | 1859 |
|
|
2024
Q1 | $248K | Sell |
21,032
-4,064
| -16% | -$43.6K | ﹤0.01% | 1973 |
|
|
2023
Q4 | $243K | Sell |
25,096
-5,097
| -17% | -$49.4K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $297K | Buy |
30,193
+275
| +0.9% | +$2.54K | ﹤0.01% | 1631 |
|
|
2023
Q2 | $279K | Buy |
29,918
+4,833
| +19% | +$39.9K | ﹤0.01% | 1670 |
|
|
2023
Q1 | $201K | Buy |
25,085
+2,156
| +9% | +$18.2K | ﹤0.01% | 1789 |
|
|
2022
Q4 | $182K | Sell |
22,929
-1,881
| -8% | -$12K | 0.01% | 900 |
|
|
2022
Q3 | $136K | Sell |
24,810
-24,707
| -50% | -$149K | ﹤0.01% | 1741 |
|
|
2022
Q2 | $292K | Buy |
49,517
+12,903
| +35% | +$77.9K | ﹤0.01% | 1664 |
|
|
2022
Q1 | $229K | Sell |
36,614
-211
| -0.6% | -$1.5K | ﹤0.01% | 1825 |
|
|
2021
Q4 | $250K | Sell |
36,825
-36,689
| -50% | -$249K | ﹤0.01% | 1824 |
|
|
2021
Q3 | $514K | Buy |
73,514
+41,765
| +132% | +$291K | ﹤0.01% | 1498 |
|
|
2021
Q2 | $219K | Buy |
31,749
+188
| +0.6% | +$1.35K | ﹤0.01% | 1788 |
|
|
2021
Q1 | $228K | Buy |
31,561
+9,228
| +41% | +$64.3K | ﹤0.01% | 1678 |
|
|
2020
Q4 | $138K | Sell |
22,333
-1,515
| -6% | -$8.89K | ﹤0.01% | 1673 |
|
|
2020
Q3 | $135K | Sell |
23,848
-206
| -0.9% | -$1.18K | ﹤0.01% | 1463 |
|
|
2020
Q2 | $136K | Buy |
+24,054
| New | +$130K | ﹤0.01% | 1545 |
|
|
2020
Q1 | – | Sell |
-12,019
| Closed | -$89K | – | 1616 |
|
|
2019
Q4 | $89K | Sell |
12,019
-12,428
| -51% | -$89.4K | ﹤0.01% | 1565 |
|
|
2019
Q3 | $172K | Buy |
24,447
+14,043
| +135% | +$95.9K | ﹤0.01% | 1525 |
|
|
2019
Q2 | $73K | Buy |
+10,404
| New | +$73.7K | ﹤0.01% | 1609 |
|
|
2017
Q4 | – | Sell |
-12,354
| Closed | -$95K | – | 1379 |
|
|
2017
Q3 | $95K | Buy |
+12,354
| New | +$94.2K | ﹤0.01% | 1414 |
|
|
2017
Q2 | – | Sell |
-10,243
| Closed | -$73K | – | 1465 |
|
|
2017
Q1 | $73K | Buy |
+10,243
| New | +$79.6K | ﹤0.01% | 1376 |
|
Other funds holding SMFG
CCMG
