SEI Investments’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 | $4.44M | Buy |
293,729
+105,752
| +56% | +$1.6M | 0.01% | 1318 |
|
|
2025
Q1 | $2.91M | Buy |
187,977
+24,548
| +15% | +$380K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $2.37M | Sell |
163,429
-9,852
| -6% | -$143K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $2.19M | Buy |
173,281
+48,225
| +39% | +$609K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $1.68M | Buy |
125,056
+5,056
| +4% | +$67.8K | ﹤0.01% | 1714 |
|
|
2024
Q1 | $1.41M | Sell |
120,000
-132,901
| -53% | -$1.56M | ﹤0.01% | 1760 |
|
|
2023
Q4 | $2.45M | Sell |
252,901
-24,161
| -9% | -$234K | ﹤0.01% | 1512 |
|
|
2023
Q3 | $2.73M | Sell |
277,062
-69,365
| -20% | -$683K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $2.98M | Buy |
346,427
+11,215
| +3% | +$96.5K | 0.01% | 1458 |
|
|
2023
Q1 | $2.68M | Sell |
335,212
-987
| -0.3% | -$7.9K | 0.01% | 1495 |
|
|
2022
Q4 | $2.7M | Sell |
336,199
-6,419
| -2% | -$51.5K | 0.01% | 1337 |
|
|
2022
Q3 | $1.89M | Buy |
342,618
+7,113
| +2% | +$39.1K | ﹤0.01% | 1573 |
|
|
2022
Q2 | $2.05M | Sell |
335,505
-6,925
| -2% | -$42.3K | ﹤0.01% | 1545 |
|
|
2022
Q1 | $2.2M | Sell |
342,430
-34,175
| -9% | -$219K | ﹤0.01% | 1507 |
|
|
2021
Q4 | $2.56M | Sell |
376,605
-45,098
| -11% | -$306K | ﹤0.01% | 1488 |
|
|
2021
Q3 | $2.98M | Buy |
421,703
+8,704
| +2% | +$61.4K | 0.01% | 1337 |
|
|
2021
Q2 | $2.84M | Sell |
412,999
-1,579
| -0.4% | -$10.9K | 0.01% | 1350 |
|
|
2021
Q1 | $2.55M | Hold |
414,578
| – | – | 0.01% | 1346 |
|
|
2020
Q4 | $2.55M | Buy |
414,578
+46,299
| +13% | +$285K | 0.01% | 1272 |
|
|
2020
Q3 | $2.13M | Sell |
368,279
-157,533
| -30% | -$911K | 0.01% | 1269 |
|
|
2020
Q2 | $3.02M | Buy |
525,812
+74,367
| +16% | +$428K | 0.01% | 1077 |
|
|
2020
Q1 | $2.28M | Buy |
451,445
+161,664
| +56% | +$815K | 0.01% | 1090 |
|
|
2019
Q4 | $2.21M | Sell |
289,781
-14,496
| -5% | -$111K | 0.01% | 1301 |
|
|
2019
Q3 | $2.19M | Sell |
304,277
-2,163
| -0.7% | -$15.6K | 0.01% | 1288 |
|
|
2019
Q2 | $2.25M | Buy |
306,440
+13,374
| +5% | +$98.2K | 0.01% | 1282 |
|
|
2019
Q1 | $2.15M | Sell |
293,066
-19,016
| -6% | -$140K | 0.01% | 1280 |
|
|
2018
Q4 | $2.14M | Buy |
312,082
+61,140
| +24% | +$419K | 0.01% | 1263 |
|
|
2018
Q3 | $2.05M | Sell |
250,942
-655,282
| -72% | -$5.36M | 0.01% | 1257 |
|
|
2018
Q2 | $7.04M | Buy |
906,224
+179,364
| +25% | +$1.39M | 0.02% | 753 |
|
|
2018
Q1 | $6.18M | Buy |
726,860
+109,695
| +18% | +$933K | 0.02% | 734 |
|
|
2017
Q4 | $5.36M | Sell |
617,165
-23,737
| -4% | -$206K | 0.02% | 875 |
|
|
2017
Q3 | $4.94M | Buy |
640,902
+228,223
| +55% | +$1.76M | 0.02% | 899 |
|
|
2017
Q2 | $3.24M | Buy |
412,679
+104,340
| +34% | +$820K | 0.01% | 1018 |
|
|
2017
Q1 | $2.24M | Sell |
308,339
-53,134
| -15% | -$385K | 0.01% | 1110 |
|
|
2016
Q4 | $2.76M | Sell |
361,473
-519
| -0.1% | -$3.97K | 0.01% | 1030 |
|
|
2016
Q3 | $2.44M | Buy |
361,992
+19,106
| +6% | +$129K | 0.01% | 1014 |
|
|
2016
Q2 | $1.96M | Buy |
342,886
+150,300
| +78% | +$860K | 0.01% | 1006 |
|
|
2016
Q1 | $1.16M | Buy |
192,586
+46,512
| +32% | +$280K | 0.01% | 1114 |
|
|
2015
Q4 | $1.11M | Buy |
146,074
+73,610
| +102% | +$558K | 0.01% | 1177 |
|
|
2015
Q3 | $553K | Buy |
72,464
+1,008
| +1% | +$7.69K | 0.01% | 1249 |
|
|
2015
Q2 | $636K | Sell |
71,456
-1,843
| -3% | -$16.4K | 0.01% | 1110 |
|
|
2015
Q1 | $566K | Buy |
73,299
+30,795
| +72% | +$238K | ﹤0.01% | 1140 |
|
|
2014
Q4 | $308K | Buy |
+42,504
| New | +$308K | ﹤0.01% | 1280 |
|