Rockefeller Capital 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 | $924K | Buy |
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|
2025
Q1 | $806K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $705K | Buy |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $146K | Buy |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q3 | $36K | Sell |
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|
2022
Q2 | $50K | Sell |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $67K | Sell |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $41K | Buy |
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|
2021
Q1 | $36K | Sell |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $44K | Buy |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $86K | Sell |
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|
2019
Q1 | $165K | Buy |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $257K | Hold |
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|
2018
Q1 | $281K | Buy |
|