Ritholtz Wealth Management’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 | $1.92M | Sell |
127,335
-10,583
| -8% | -$160K | 0.04% | 300 |
|
|
2025
Q1 | $2.13M | Sell |
137,918
-17,925
| -12% | -$277K | 0.06% | 240 |
|
|
2024
Q4 | $2.26M | Sell |
155,843
-11,550
| -7% | -$167K | 0.07% | 205 |
|
|
2024
Q3 | $2.11M | Buy |
167,393
+7,780
| +5% | +$98.3K | 0.06% | 217 |
|
|
2024
Q2 | $2.14M | Buy |
159,613
+41,407
| +35% | +$555K | 0.07% | 191 |
|
|
2024
Q1 | $1.39M | Buy |
118,206
+16,615
| +16% | +$196K | 0.05% | 272 |
|
|
2023
Q4 | $983K | Buy |
101,591
+11,186
| +12% | +$108K | 0.04% | 321 |
|
|
2023
Q3 | $890K | Buy |
90,405
+25,374
| +39% | +$250K | 0.04% | 316 |
|
|
2023
Q2 | $559K | Buy |
65,031
+11,977
| +23% | +$103K | 0.03% | 409 |
|
|
2023
Q1 | $424K | Buy |
53,054
+4,537
| +9% | +$36.3K | 0.02% | 445 |
|
|
2022
Q4 | $389K | Buy |
48,517
+6,306
| +15% | +$50.6K | 0.02% | 410 |
|
|
2022
Q3 | $232K | Sell |
42,211
-91
| -0.2% | -$500 | 0.01% | 620 |
|
|
2022
Q2 | $250K | Sell |
42,302
-101,331
| -71% | -$599K | 0.02% | 452 |
|
|
2022
Q1 | $901K | Sell |
143,633
-18,635
| -11% | -$117K | 0.06% | 201 |
|
|
2021
Q4 | $1.1M | Buy |
162,268
+32,406
| +25% | +$220K | 0.07% | 156 |
|
|
2021
Q3 | $910K | Buy |
129,862
+22,841
| +21% | +$160K | 0.06% | 163 |
|
|
2021
Q2 | $737K | Buy |
107,021
+32,918
| +44% | +$227K | 0.05% | 192 |
|
|
2021
Q1 | $537K | Buy |
74,103
+27,168
| +58% | +$197K | 0.04% | 193 |
|
|
2020
Q4 | $290K | Buy |
46,935
+428
| +0.9% | +$2.65K | 0.03% | 259 |
|
|
2020
Q3 | $260K | Buy |
46,507
+5,288
| +13% | +$29.6K | 0.03% | 230 |
|
|
2020
Q2 | $232K | Buy |
41,219
+27,308
| +196% | +$154K | 0.03% | 218 |
|
|
2020
Q1 | $67K | Buy |
+13,911
| New | +$67K | 0.01% | 158 |
|