Private Trust Company’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 | $33.4K | Sell |
2,208
-126
| -5% | -$1.9K | ﹤0.01% | 1377 |
|
|
2025
Q1 | $36.1K | Buy |
2,334
+2,130
| +1,044% | +$32.9K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $2.96K | Buy |
+204
| New | +$2.96K | ﹤0.01% | 2121 |
|
|
2020
Q2 | – | Sell |
-10,701
| Closed | -$51K | – | 367 |
|
|
2020
Q1 | $51K | Sell |
10,701
-90
| -0.8% | -$429 | 0.01% | 332 |
|
|
2019
Q4 | $79K | Sell |
10,791
-154
| -1% | -$1.13K | 0.01% | 375 |
|
|
2019
Q3 | $74K | Buy |
+10,945
| New | +$74K | 0.01% | 366 |
|
|
2014
Q4 | – | Sell |
-337
| Closed | -$3K | – | 1043 |
|
|
2014
Q3 | $3K | Hold |
337
| – | – | ﹤0.01% | 1495 |
|
|
2014
Q2 | $3K | Hold |
337
| – | – | ﹤0.01% | 1498 |
|
|
2014
Q1 | $3K | Buy |
+337
| New | +$3K | ﹤0.01% | 1370 |
|