RNC Capital 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 | $631K | Buy |
41,763
+4,955
| +13% | +$74.9K | 0.03% | 115 |
|
|
2025
Q1 | $569K | Buy |
36,808
+588
| +2% | +$9.09K | 0.03% | 110 |
|
|
2024
Q4 | $525K | Sell |
36,220
-995
| -3% | -$14.4K | 0.03% | 113 |
|
|
2024
Q3 | $499K | Hold |
37,215
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $499K | Sell |
37,215
-650
| -2% | -$8.72K | 0.03% | 112 |
|
|
2024
Q1 | $446K | Sell |
37,865
-245
| -0.6% | -$2.88K | 0.03% | 117 |
|
|
2023
Q4 | $369K | Hold |
38,110
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $375K | Sell |
38,110
-440
| -1% | -$4.33K | 0.02% | 117 |
|
|
2023
Q2 | $332K | Sell |
38,550
-1,100
| -3% | -$9.47K | 0.02% | 147 |
|
|
2023
Q1 | $317K | Buy |
39,650
+650
| +2% | +$5.2K | 0.02% | 151 |
|
|
2022
Q4 | $313K | Sell |
39,000
-7,300
| -16% | -$58.6K | 0.02% | 147 |
|
|
2022
Q3 | $255K | Sell |
46,300
-1,800
| -4% | -$9.91K | 0.02% | 153 |
|
|
2022
Q2 | $284K | Sell |
48,100
-2,300
| -5% | -$13.6K | 0.02% | 155 |
|
|
2022
Q1 | $316K | Buy |
50,400
+1,900
| +4% | +$11.9K | 0.02% | 154 |
|
|
2021
Q4 | $329K | Buy |
48,500
+13,050
| +37% | +$88.5K | 0.02% | 152 |
|
|
2021
Q3 | $249K | Buy |
35,450
+3,600
| +11% | +$25.3K | 0.01% | 162 |
|
|
2021
Q2 | $219K | Buy |
31,850
+10,375
| +48% | +$71.3K | 0.01% | 160 |
|
|
2021
Q1 | $156K | Buy |
21,475
+2,950
| +16% | +$21.4K | 0.01% | 146 |
|
|
2020
Q4 | $114K | Buy |
+18,525
| New | +$114K | 0.01% | 142 |
|