Sterling 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338K | Buy |
17,115
+3,236
| +23% | +$68K | 0.01% | 936 |
|
|
2025
Q4 | $268K | Buy |
13,879
+1,864
| +16% | +$32.3K | ﹤0.01% | 1227 |
|
|
2025
Q3 | $201K | Buy |
12,015
+5,099
| +74% | +$81.7K | ﹤0.01% | 1316 |
|
|
2025
Q2 | $105K | Buy |
6,916
+6,049
| +698% | +$87K | ﹤0.01% | 1349 |
|
|
2025
Q1 | $13.4K | Hold |
867
| – | – | ﹤0.01% | 1777 |
|
|
2024
Q4 | $12.6K | Hold |
867
| – | – | ﹤0.01% | 2060 |
|
|
2024
Q3 | $10.9K | Buy |
+867
| New | +$11.5K | ﹤0.01% | 1552 |
|
|
2019
Q3 | $114K | Sell |
16,732
-461
| -3% | -$3.15K | ﹤0.01% | 828 |
|
|
2019
Q2 | $121K | Sell |
17,193
-861
| -5% | -$6.09K | ﹤0.01% | 832 |
|
|
2019
Q1 | $127K | Buy |
18,054
+2,377
| +15% | +$17K | ﹤0.01% | 814 |
|
|
2018
Q4 | $102K | Sell |
15,677
-2,830
| -15% | -$21.1K | ﹤0.01% | 828 |
|
|
2018
Q3 | $149K | Sell |
18,507
-732
| -4% | -$5.79K | ﹤0.01% | 853 |
|
|
2018
Q2 | $149K | Buy |
19,239
+2,268
| +13% | +$18.8K | ﹤0.01% | 835 |
|
|
2018
Q1 | $144K | Sell |
16,971
-4,618
| -21% | -$41.3K | ﹤0.01% | 837 |
|
|
2017
Q4 | $188K | Buy |
21,589
+897
| +4% | +$7.27K | ﹤0.01% | 862 |
|
|
2017
Q3 | $160K | Buy |
20,692
+9,171
| +80% | +$69.9K | ﹤0.01% | 894 |
|
|
2017
Q2 | $91K | Sell |
11,521
-1,972
| -15% | -$14.7K | ﹤0.01% | 920 |
|
|
2017
Q1 | $98K | Sell |
13,493
-5,560
| -29% | -$43.2K | ﹤0.01% | 940 |
|
|
2016
Q4 | $146K | Buy |
19,053
+4,688
| +33% | +$34K | ﹤0.01% | 927 |
|
|
2016
Q3 | $97K | Sell |
14,365
-7,363
| -34% | -$47.8K | ﹤0.01% | 889 |
|
|
2016
Q2 | $124K | Buy |
21,728
+2,048
| +10% | +$12.5K | ﹤0.01% | 898 |
|
|
2016
Q1 | $118K | Sell |
19,680
-21,889
| -53% | -$137K | ﹤0.01% | 880 |
|
|
2015
Q4 | $316K | Buy |
41,569
+27,833
| +203% | +$219K | ﹤0.01% | 857 |
|
|
2015
Q3 | $105K | Buy |
13,736
+870
| +7% | +$7.31K | ﹤0.01% | 941 |
|
|
2015
Q2 | $114K | Buy |
12,866
+177
| +1% | +$1.54K | ﹤0.01% | 864 |
|
|
2015
Q1 | $98K | Buy |
+12,689
| New | +$94.9K | ﹤0.01% | 860 |
|
|
2014
Q2 | – | Sell |
-67,782
| Closed | -$586K | – | 926 |
|
|
2014
Q1 | $586K | Buy |
67,782
+10,658
| +19% | +$99.7K | 0.01% | 733 |
|
|
2013
Q4 | $599K | Buy |
+57,124
| New | +$568K | 0.01% | 514 |
|
Other funds holding SMFG
CCMG
