Rehmann Capital Advisory Group’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 | – | Sell |
-11,204
| Closed | -$173K | – | 643 |
|
|
2025
Q1 | $173K | Sell |
11,204
-1,644
| -13% | -$25.4K | 0.01% | 585 |
|
|
2024
Q4 | $186K | Sell |
12,848
-376
| -3% | -$5.45K | 0.01% | 583 |
|
|
2024
Q3 | $167K | Sell |
13,224
-327
| -2% | -$4.13K | 0.01% | 578 |
|
|
2024
Q2 | $182K | Sell |
13,551
-35
| -0.3% | -$469 | 0.01% | 558 |
|
|
2024
Q1 | $160K | Sell |
13,586
-1,774
| -12% | -$20.9K | 0.01% | 557 |
|
|
2023
Q4 | $149K | Sell |
15,360
-8,282
| -35% | -$80.2K | 0.01% | 537 |
|
|
2023
Q3 | $233K | Buy |
23,642
+592
| +3% | +$5.83K | 0.02% | 459 |
|
|
2023
Q2 | $198K | Buy |
23,050
+5,620
| +32% | +$48.3K | 0.02% | 521 |
|
|
2023
Q1 | $139K | Sell |
17,430
-595
| -3% | -$4.76K | 0.01% | 523 |
|
|
2022
Q4 | $145K | Sell |
18,025
-138
| -0.8% | -$1.11K | 0.01% | 527 |
|
|
2022
Q3 | $99.9K | Sell |
18,163
-3,271
| -15% | -$18K | 0.01% | 502 |
|
|
2022
Q2 | $126K | Buy |
21,434
+1,175
| +6% | +$6.93K | 0.01% | 482 |
|
|
2022
Q1 | $127K | Sell |
20,259
-3,943
| -16% | -$24.7K | 0.01% | 516 |
|
|
2021
Q4 | $164K | Buy |
24,202
+5,262
| +28% | +$35.7K | 0.02% | 533 |
|
|
2021
Q3 | $133K | Buy |
18,940
+1,101
| +6% | +$7.72K | 0.01% | 536 |
|
|
2021
Q2 | $123K | Sell |
17,839
-500
| -3% | -$3.44K | 0.01% | 536 |
|
|
2021
Q1 | $133K | Sell |
18,339
-809
| -4% | -$5.87K | 0.01% | 507 |
|
|
2020
Q4 | $118K | Buy |
19,148
+1,494
| +8% | +$9.22K | 0.01% | 477 |
|
|
2020
Q3 | $98.7K | Sell |
17,654
-2,395
| -12% | -$13.4K | 0.01% | 419 |
|
|
2020
Q2 | $113K | Buy |
+20,049
| New | +$113K | 0.02% | 410 |
|
|
2019
Q3 | $308K | Sell |
45,082
-1,137
| -2% | -$7.78K | 0.04% | 254 |
|
|
2019
Q2 | $326K | Buy |
46,219
+173
| +0.4% | +$1.22K | 0.04% | 333 |
|
|
2019
Q1 | $324K | Buy |
46,046
+31,630
| +219% | +$222K | 0.04% | 308 |
|
|
2018
Q4 | $93.8K | Sell |
14,416
-17,363
| -55% | -$113K | 0.01% | 418 |
|
|
2018
Q3 | $255K | Buy |
31,779
+4,578
| +17% | +$36.8K | 0.04% | 341 |
|
|
2018
Q2 | $211K | Sell |
27,201
-2,134
| -7% | -$16.6K | 0.03% | 359 |
|
|
2018
Q1 | $249K | Sell |
29,335
-314
| -1% | -$2.67K | 0.04% | 320 |
|
|
2017
Q4 | $258K | Buy |
+29,649
| New | +$258K | 0.04% | 318 |
|
|
2014
Q1 | – | Sell |
-30,266
| Closed | -$317K | – | 345 |
|
|
2013
Q4 | $317K | Sell |
30,266
-391
| -1% | -$4.1K | 0.1% | 196 |
|
|
2013
Q3 | $298K | Sell |
30,657
-1,482
| -5% | -$14.4K | 0.1% | 194 |
|
|
2013
Q2 | $296K | Buy |
+32,139
| New | +$296K | 0.1% | 172 |
|