RhumbLine Advisers’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 | $1.83M | Sell |
120,889
-4,466
| -4% | -$67.5K | ﹤0.01% | 1931 |
|
|
2025
Q1 | $1.94M | Sell |
125,355
-43,546
| -26% | -$673K | ﹤0.01% | 1825 |
|
|
2024
Q4 | $2.45M | Sell |
168,901
-1,962
| -1% | -$28.4K | ﹤0.01% | 1778 |
|
|
2024
Q3 | $2.16M | Buy |
170,863
+4,845
| +3% | +$61.2K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $2.23M | Sell |
166,018
-2,101
| -1% | -$28.2K | ﹤0.01% | 1828 |
|
|
2024
Q1 | $1.98M | Buy |
168,119
+6,106
| +4% | +$71.9K | ﹤0.01% | 1917 |
|
|
2023
Q4 | $1.57M | Buy |
162,013
+589
| +0.4% | +$5.7K | ﹤0.01% | 2030 |
|
|
2023
Q3 | $1.59M | Buy |
161,424
+2,652
| +2% | +$26.1K | ﹤0.01% | 1970 |
|
|
2023
Q2 | $1.37M | Buy |
+158,772
| New | +$1.37M | ﹤0.01% | 2132 |
|
|
2021
Q4 | – | Sell |
-11,920
| Closed | -$84K | – | 3024 |
|
|
2021
Q3 | $84K | Buy |
+11,920
| New | +$84K | ﹤0.01% | 3005 |
|
|
2021
Q1 | – | Sell |
-44,022
| Closed | -$272K | – | 3024 |
|
|
2020
Q4 | $272K | Buy |
44,022
+2,200
| +5% | +$13.6K | ﹤0.01% | 2707 |
|
|
2020
Q3 | $234K | Buy |
41,822
+4,480
| +12% | +$25.1K | ﹤0.01% | 2626 |
|
|
2020
Q2 | $210K | Buy |
37,342
+7,422
| +25% | +$41.7K | ﹤0.01% | 2746 |
|
|
2020
Q1 | $143K | Buy |
29,920
+4,267
| +17% | +$20.4K | ﹤0.01% | 2693 |
|
|
2019
Q4 | $190K | Sell |
25,653
-535
| -2% | -$3.96K | ﹤0.01% | 2763 |
|
|
2019
Q3 | $179K | Buy |
26,188
+6,044
| +30% | +$41.3K | ﹤0.01% | 2771 |
|
|
2019
Q2 | $142K | Sell |
20,144
-1,201
| -6% | -$8.47K | ﹤0.01% | 2866 |
|
|
2019
Q1 | $150K | Sell |
21,345
-5,780
| -21% | -$40.6K | ﹤0.01% | 2803 |
|
|
2018
Q4 | $177K | Buy |
27,125
+327
| +1% | +$2.13K | ﹤0.01% | 2768 |
|
|
2018
Q3 | $215K | Buy |
+26,798
| New | +$215K | ﹤0.01% | 2694 |
|
|
2016
Q3 | – | Sell |
-81,838
| Closed | -$468K | – | 2929 |
|
|
2016
Q2 | $468K | Sell |
81,838
-300
| -0.4% | -$1.72K | ﹤0.01% | 2232 |
|
|
2016
Q1 | $494K | Hold |
82,138
| – | – | ﹤0.01% | 2234 |
|
|
2015
Q4 | $623K | Buy |
82,138
+5,700
| +7% | +$43.2K | ﹤0.01% | 2107 |
|
|
2015
Q3 | $583K | Hold |
76,438
| – | – | ﹤0.01% | 2125 |
|
|
2015
Q2 | $680K | Sell |
76,438
-26,300
| -26% | -$234K | ﹤0.01% | 2127 |
|
|
2015
Q1 | $795K | Sell |
102,738
-2,158
| -2% | -$16.7K | ﹤0.01% | 2002 |
|
|
2014
Q4 | $764K | Hold |
104,896
| – | – | ﹤0.01% | 1988 |
|
|
2014
Q3 | $860K | Hold |
104,896
| – | – | ﹤0.01% | 1857 |
|
|
2014
Q2 | $888K | Hold |
104,896
| – | – | ﹤0.01% | 1909 |
|
|
2014
Q1 | $907K | Sell |
104,896
-3,300
| -3% | -$28.5K | ﹤0.01% | 1868 |
|
|
2013
Q4 | $1.14M | Buy |
108,196
+64,800
| +149% | +$680K | ﹤0.01% | 1718 |
|
|
2013
Q3 | $422K | Buy |
43,396
+16,396
| +61% | +$159K | ﹤0.01% | 2322 |
|
|
2013
Q2 | $249K | Buy |
+27,000
| New | +$249K | ﹤0.01% | 2805 |
|