Rehmann Capital Advisory Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Rehmann Capital Advisory Group’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,204	Closed	-$173K	–	643
2025 Q1	$173K	Sell	11,204 -1,644	-13%	-$25K	0.01%	585
2024 Q4	$186K	Sell	12,848 -376	-3%	-$5.17K	0.01%	583
2024 Q3	$167K	Sell	13,224 -327	-2%	-$4.32K	0.01%	578
2024 Q2	$182K	Sell	13,551 -35	-0.3%	-$424	0.01%	558
2024 Q1	$160K	Sell	13,586 -1,774	-12%	-$19K	0.01%	557
2023 Q4	$149K	Sell	15,360 -8,282	-35%	-$80.3K	0.01%	537
2023 Q3	$233K	Buy	23,642 +592	+3%	+$5.48K	0.02%	459
2023 Q2	$198K	Buy	23,050 +5,620	+32%	+$46.4K	0.02%	521
2023 Q1	$139K	Sell	17,430 -595	-3%	-$5.04K	0.01%	523
2022 Q4	$145K	Sell	18,025 -138	-0.8%	-$879	0.01%	527
2022 Q3	$99.9K	Sell	18,163 -3,271	-15%	-$19.7K	0.01%	502
2022 Q2	$126K	Buy	21,434 +1,175	+6%	+$7.1K	0.01%	482
2022 Q1	$127K	Sell	20,259 -3,943	-16%	-$28.1K	0.01%	516
2021 Q4	$164K	Buy	24,202 +5,262	+28%	+$35.6K	0.02%	533
2021 Q3	$133K	Buy	18,940 +1,101	+6%	+$7.66K	0.01%	536
2021 Q2	$123K	Sell	17,839 -500	-3%	-$3.58K	0.01%	536
2021 Q1	$133K	Sell	18,339 -809	-4%	-$5.63K	0.01%	507
2020 Q4	$118K	Buy	19,148 +1,494	+8%	+$8.77K	0.01%	477
2020 Q3	$98.7K	Sell	17,654 -2,395	-12%	-$13.7K	0.01%	419
2020 Q2	$113K	Buy	+20,049	New	+$108K	0.02%	410
2019 Q3	$308K	Sell	45,082 -1,137	-2%	-$7.77K	0.04%	254
2019 Q2	$326K	Buy	46,219 +173	+0.4%	+$1.23K	0.04%	333
2019 Q1	$324K	Buy	46,046 +31,630	+219%	+$226K	0.04%	308
2018 Q4	$93.8K	Sell	14,416 -17,363	-55%	-$130K	0.01%	418
2018 Q3	$255K	Buy	31,779 +4,578	+17%	+$36.2K	0.04%	341
2018 Q2	$211K	Sell	27,201 -2,134	-7%	-$17.7K	0.03%	359
2018 Q1	$249K	Sell	29,335 -314	-1%	-$2.81K	0.04%	320
2017 Q4	$258K	Buy	+29,649	New	+$240K	0.04%	318
2014 Q1	–	Sell	-30,266	Closed	-$317K	–	345
2013 Q4	$317K	Sell	30,266 -391	-1%	-$3.89K	0.1%	196
2013 Q3	$298K	Sell	30,657 -1,482	-5%	-$14.1K	0.1%	194
2013 Q2	$296K	Buy	+32,139	New	+$287K	0.1%	172