Pzena Investment Management’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 | $363K | Buy |
24,052
+1,918
| +9% | +$29K | ﹤0.01% | 137 |
|
|
2025
Q1 | $342K | Buy |
22,134
+2,515
| +13% | +$38.9K | ﹤0.01% | 137 |
|
|
2024
Q4 | $284K | Buy |
19,619
+1,004
| +5% | +$14.5K | ﹤0.01% | 146 |
|
|
2024
Q3 | $235K | Sell |
18,615
-3,441
| -16% | -$43.5K | ﹤0.01% | 153 |
|
|
2024
Q2 | $296K | Sell |
22,056
-683
| -3% | -$9.16K | ﹤0.01% | 156 |
|
|
2024
Q1 | $268K | Sell |
22,739
-415
| -2% | -$4.89K | ﹤0.01% | 154 |
|
|
2023
Q4 | $224K | Hold |
23,154
| – | – | ﹤0.01% | 163 |
|
|
2023
Q3 | $228K | Sell |
23,154
-500
| -2% | -$4.93K | ﹤0.01% | 158 |
|
|
2023
Q2 | $203K | Hold |
23,654
| – | – | ﹤0.01% | 159 |
|
|
2023
Q1 | $189K | Sell |
23,654
-3,500
| -13% | -$28K | ﹤0.01% | 161 |
|
|
2022
Q4 | $218K | Buy |
+27,154
| New | +$218K | ﹤0.01% | 173 |
|
|
2022
Q2 | – | Sell |
-108,562
| Closed | -$681K | – | 176 |
|
|
2022
Q1 | $681K | Hold |
108,562
| – | – | ﹤0.01% | 143 |
|
|
2021
Q4 | $737K | Buy |
108,562
+90,408
| +498% | +$614K | ﹤0.01% | 142 |
|
|
2021
Q3 | $127K | Buy |
+18,154
| New | +$127K | ﹤0.01% | 168 |
|