RAM
Ramirez Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Buy |
505,871
+96,473
| +24% | +$1.46M | 1.16% | 18 |
|
|
2025
Q1 | $6.33M | Sell |
409,398
-39,616
| -9% | -$612K | 1.32% | 14 |
|
|
2024
Q4 | $6.51M | Buy |
449,014
+14,004
| +3% | +$203K | 1.31% | 15 |
|
|
2024
Q3 | $5.49M | Buy |
435,010
+13,302
| +3% | +$168K | 1.05% | 24 |
|
|
2024
Q2 | $5.66M | Sell |
421,708
-27,585
| -6% | -$370K | 1.15% | 22 |
|
|
2024
Q1 | $5.29M | Buy |
449,293
+75,126
| +20% | +$884K | 1.07% | 21 |
|
|
2023
Q4 | $3.62M | Sell |
374,167
-5,415
| -1% | -$52.4K | 0.73% | 43 |
|
|
2023
Q3 | $3.74M | Buy |
+379,582
| New | +$3.74M | 0.8% | 35 |
|