Raymond James & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $530K | Buy |
41,963
+4,799
| +13% | +$63.4K | ﹤0.01% | 3077 |
|
|
2024
Q2 | $498K | Sell |
37,164
-4,090
| -10% | -$49.5K | ﹤0.01% | 3077 |
|
|
2024
Q1 | $486K | Sell |
41,254
-31,040
| -43% | -$333K | ﹤0.01% | 3079 |
|
|
2023
Q4 | $700K | Sell |
72,294
-514,051
| -88% | -$4.98M | ﹤0.01% | 2737 |
|
|
2023
Q3 | $5.78M | Sell |
586,345
-19,986
| -3% | -$185K | ﹤0.01% | 1373 |
|
|
2023
Q2 | $5.21M | Buy |
606,331
+342,488
| +130% | +$2.83M | ﹤0.01% | 1453 |
|
|
2023
Q1 | $2.11M | Sell |
263,843
-78,418
| -23% | -$664K | ﹤0.01% | 2004 |
|
|
2022
Q4 | $2.74M | Buy |
342,261
+4,216
| +1% | +$26.9K | ﹤0.01% | 1789 |
|
|
2022
Q3 | $1.86M | Sell |
338,045
-3,283
| -1% | -$19.8K | ﹤0.01% | 2014 |
|
|
2022
Q2 | $2.01M | Buy |
341,328
+3,616
| +1% | +$21.8K | ﹤0.01% | 1977 |
|
|
2022
Q1 | $2.12M | Buy |
337,712
+75,461
| +29% | +$538K | ﹤0.01% | 2089 |
|
|
2021
Q4 | $1.78M | Sell |
262,251
-374,001
| -59% | -$2.53M | ﹤0.01% | 2256 |
|
|
2021
Q3 | $4.46M | Buy |
636,252
+97,194
| +18% | +$676K | ﹤0.01% | 1569 |
|
|
2021
Q2 | $3.71M | Sell |
539,058
-284,524
| -35% | -$2.04M | ﹤0.01% | 1695 |
|
|
2021
Q1 | $5.97M | Buy |
823,582
+96,102
| +13% | +$669K | 0.01% | 1314 |
|
|
2020
Q4 | $4.49M | Sell |
727,480
-31,669
| -4% | -$186K | ﹤0.01% | 1400 |
|
|
2020
Q3 | $4.24M | Buy |
759,149
+463
| +0.1% | +$2.65K | 0.01% | 1315 |
|
|
2020
Q2 | $4.26M | Sell |
758,686
-116,444
| -13% | -$629K | 0.01% | 1285 |
|
|
2020
Q1 | $4.19M | Sell |
875,130
-240,948
| -22% | -$1.55M | 0.01% | 1141 |
|
|
2019
Q4 | $8.27M | Sell |
1,116,078
-25,112
| -2% | -$181K | 0.01% | 980 |
|
|
2019
Q3 | $7.81M | Sell |
1,141,190
-29,269
| -3% | -$200K | 0.01% | 984 |
|
|
2019
Q2 | $8.26M | Sell |
1,170,459
-310,447
| -21% | -$2.2M | 0.01% | 953 |
|
|
2019
Q1 | $10.4M | Buy |
1,480,906
+139,610
| +10% | +$998K | 0.02% | 801 |
|
|
2018
Q4 | $8.73M | Sell |
1,341,296
-201,595
| -13% | -$1.5M | 0.02% | 824 |
|
|
2018
Q3 | $12.4M | Buy |
1,542,891
+66,120
| +4% | +$523K | 0.02% | 725 |
|
|
2018
Q2 | $11.5M | Sell |
1,476,771
-86,599
| -6% | -$719K | 0.02% | 740 |
|
|
2018
Q1 | $13.3M | Sell |
1,563,370
-558,209
| -26% | -$4.99M | 0.02% | 637 |
|
|
2017
Q4 | $18.4M | Buy |
2,121,579
+189,551
| +10% | +$1.54M | 0.03% | 501 |
|
|
2017
Q3 | $14.9M | Buy |
1,932,028
+225,874
| +13% | +$1.72M | 0.03% | 561 |
|
|
2017
Q2 | $13.4M | Buy |
1,706,154
+112,900
| +7% | +$839K | 0.03% | 582 |
|
|
2017
Q1 | $11.6M | Buy |
1,593,254
+61,404
| +4% | +$477K | 0.03% | 596 |
|
|
2016
Q4 | $11.7M | Buy |
1,531,850
+150,007
| +11% | +$1.09M | 0.03% | 559 |
|
|
2016
Q3 | $9.33M | Buy |
1,381,843
+59,502
| +4% | +$386K | 0.03% | 640 |
|
|
2016
Q2 | $7.56M | Buy |
1,322,341
+183,839
| +16% | +$1.12M | 0.02% | 661 |
|
|
2016
Q1 | $6.84M | Buy |
1,138,502
+63,826
| +6% | +$398K | 0.02% | 673 |
|
|
2015
Q4 | $8.16M | Buy |
1,074,676
+49,806
| +5% | +$392K | 0.03% | 604 |
|
|
2015
Q3 | $7.82M | Buy |
1,024,870
+44,221
| +5% | +$372K | 0.03% | 578 |
|
|
2015
Q2 | $8.72M | Buy |
980,649
+343,194
| +54% | +$2.98M | 0.03% | 568 |
|
|
2015
Q1 | $4.93M | Buy |
637,455
+65,259
| +11% | +$488K | 0.02% | 749 |
|
|
2014
Q4 | $4.17M | Sell |
572,196
-37,790
| -6% | -$287K | 0.02% | 762 |
|
|
2014
Q3 | $5M | Buy |
609,986
+71,771
| +13% | +$588K | 0.03% | 635 |
|
|
2014
Q2 | $4.56M | Buy |
538,215
+94,715
| +21% | +$780K | 0.03% | 675 |
|
|
2014
Q1 | $3.84M | Buy |
443,500
+30,328
| +7% | +$284K | 0.03% | 687 |
|
|
2013
Q4 | $4.33M | Buy |
413,172
+19,323
| +5% | +$192K | 0.03% | 585 |
|
|
2013
Q3 | $3.83M | Buy |
393,849
+18,964
| +5% | +$180K | 0.03% | 580 |
|
|
2013
Q2 | $3.46M | Buy |
+374,885
| New | +$3.35M | 0.03% | 567 |
|
Other funds holding SMFG
CCMG
