Simplex Trading’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 | – | Hold |
0
| – | – | – | 10861 |
|
|
2025
Q4 | – | Sell |
-223
| Closed | -$3K | – | 10795 |
|
|
2025
Q3 | $3K | Buy |
+223
| New | +$3.57K | ﹤0.01% | 8557 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 10541 |
|
|
2025
Q1 | – | Sell |
-295
| Closed | -$4.49K | – | 10410 |
|
|
2024
Q4 | $4K | Sell |
295
-629
| -68% | -$8.64K | ﹤0.01% | 7787 |
|
|
2024
Q3 | $11K | Buy |
+924
| New | +$12.2K | ﹤0.01% | 7147 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 10618 |
|
|
2024
Q1 | – | Sell |
-295
| Closed | -$2K | – | 10677 |
|
|
2023
Q4 | $2K | Sell |
295
-302
| -51% | -$2.93K | ﹤0.01% | 8348 |
|
|
2023
Q3 | $5K | Sell |
597
-5,351
| -90% | -$49.5K | ﹤0.01% | 7687 |
|
|
2023
Q2 | $51K | Buy |
5,948
+24
| +0.4% | +$198 | ﹤0.01% | 5829 |
|
|
2023
Q1 | $47K | Buy |
+5,924
| New | +$50.1K | ﹤0.01% | 5992 |
|
|
2022
Q4 | – | Sell |
-391
| Closed | -$2K | – | 11199 |
|
|
2022
Q3 | $2K | Buy |
391
+84
| +27% | +$507 | ﹤0.01% | 9357 |
|
|
2022
Q2 | $1K | Buy |
307
+242
| +372% | +$1.46K | ﹤0.01% | 9668 |
|
|
2022
Q1 | $0 | Sell |
65
-9,920
| -99% | -$70.7K | ﹤0.01% | 11981 |
|
|
2021
Q4 | $67K | Buy |
9,985
+139
| +1% | +$942 | ﹤0.01% | 6834 |
|
|
2021
Q3 | $68K | Hold |
9,846
| – | – | ﹤0.01% | 7129 |
|
|
2021
Q2 | $67K | Sell |
9,846
-33
| -0.3% | -$237 | ﹤0.01% | 7275 |
|
|
2021
Q1 | $71K | Buy |
9,879
+9,847
| +30,772% | +$68.6K | ﹤0.01% | 6193 |
|
|
2020
Q4 | $0 | Sell |
32
-78
| -71% | -$458 | ﹤0.01% | 9516 |
|
|
2020
Q3 | $0 | Sell |
110
-297
| -73% | -$1.7K | ﹤0.01% | 9028 |
|
|
2020
Q2 | $2K | Sell |
407
-293
| -42% | -$1.58K | ﹤0.01% | 7272 |
|
|
2020
Q1 | $3K | Buy |
+700
| New | +$4.51K | ﹤0.01% | 7087 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 8489 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 8450 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 8329 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 8315 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 8219 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 8480 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 8322 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 7114 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 7222 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 7258 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 7059 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 7016 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | – | – | 6493 |
|
|
2015
Q2 | $0 | Sell |
50
-23,350
| -100% | -$203K | ﹤0.01% | 6179 |
|
|
2015
Q1 | $181K | Buy |
+23,400
| New | +$175K | 0.04% | 767 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 5224 |
|
Other funds holding SMFG
CCMG
