Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.02M | Buy |
152,886
+53,655
| +54% | +$1.13M | 0.02% | 458 |
|
|
2025
Q4 | $1.92M | Buy |
99,231
+1,601
| +2% | +$27.8K | 0.01% | 587 |
|
|
2025
Q3 | $1.63M | Buy |
97,630
+6,735
| +7% | +$108K | 0.01% | 592 |
|
|
2025
Q2 | $1.37M | Buy |
90,895
+2,402
| +3% | +$34.5K | 0.01% | 578 |
|
|
2025
Q1 | $1.37M | Buy |
88,493
+3,373
| +4% | +$51.3K | 0.01% | 522 |
|
|
2024
Q4 | $1.23M | Buy |
85,120
+2,069
| +2% | +$28.4K | 0.01% | 522 |
|
|
2024
Q3 | $1.05M | Sell |
83,051
-3,881
| -4% | -$51.3K | 0.01% | 531 |
|
|
2024
Q2 | $1.17M | Buy |
86,932
+120
| +0.1% | +$1.45K | 0.01% | 451 |
|
|
2024
Q1 | $1.02M | Buy |
86,812
+3,833
| +5% | +$41.1K | 0.01% | 473 |
|
|
2023
Q4 | $803K | Buy |
82,979
+11,952
| +17% | +$116K | 0.01% | 594 |
|
|
2023
Q3 | $700K | Buy |
71,027
+3,502
| +5% | +$32.4K | 0.01% | 420 |
|
|
2023
Q2 | $581K | Buy |
67,525
+9,747
| +17% | +$80.5K | 0.01% | 483 |
|
|
2023
Q1 | $462K | Sell |
57,778
-3,053
| -5% | -$25.8K | 0.01% | 481 |
|
|
2022
Q4 | $488K | Buy |
60,831
+10,151
| +20% | +$64.7K | 0.01% | 437 |
|
|
2022
Q3 | $279K | Buy |
50,680
+8,362
| +20% | +$50.4K | 0.01% | 402 |
|
|
2022
Q2 | $250K | Buy |
42,318
+71
| +0.2% | +$429 | 0.01% | 489 |
|
|
2022
Q1 | $265K | Buy |
42,247
+20,150
| +91% | +$144K | 0.01% | 538 |
|
|
2021
Q4 | $150K | Buy |
+22,097
| New | +$150K | ﹤0.01% | 562 |
|
|
2021
Q3 | – | Sell |
-11,275
| Closed | -$78K | – | 417 |
|
|
2021
Q2 | $78K | Buy |
11,275
+119
| +1% | +$853 | ﹤0.01% | 469 |
|
|
2021
Q1 | $81K | Buy |
11,156
+107
| +1% | +$745 | ﹤0.01% | 435 |
|
|
2020
Q4 | $68K | Buy |
11,049
+252
| +2% | +$1.48K | ﹤0.01% | 409 |
|
|
2020
Q3 | $60K | Buy |
10,797
+615
| +6% | +$3.52K | ﹤0.01% | 381 |
|
|
2020
Q2 | $57K | Buy |
+10,182
| New | +$55K | ﹤0.01% | 362 |
|
Other funds holding SMFG
CCMG
