Ritholtz Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.26M | Sell |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $983K | Buy |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $901K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $737K | Buy |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | $67K | Buy |
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