Steward Partners Investment Advisory’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 | $67.1K | Buy |
3,397
+471
| +16% | +$9.89K | ﹤0.01% | 2614 |
|
|
2025
Q4 | $56.6K | Buy |
2,926
+628
| +27% | +$10.9K | ﹤0.01% | 2606 |
|
|
2025
Q3 | $38.5K | Sell |
2,298
-419
| -15% | -$6.71K | ﹤0.01% | 2740 |
|
|
2025
Q2 | $41.1K | Sell |
2,717
-95
| -3% | -$1.37K | ﹤0.01% | 2573 |
|
|
2025
Q1 | $43.5K | Buy |
2,812
+106
| +4% | +$1.61K | ﹤0.01% | 2456 |
|
|
2024
Q4 | $39.2K | Hold |
2,706
| – | – | ﹤0.01% | 2461 |
|
|
2024
Q3 | $34.2K | Sell |
2,706
-573
| -17% | -$7.57K | ﹤0.01% | 2423 |
|
|
2024
Q2 | $44K | Sell |
3,279
-1,714
| -34% | -$20.8K | ﹤0.01% | 2165 |
|
|
2024
Q1 | $58.8K | Buy |
4,993
+1,265
| +34% | +$13.6K | ﹤0.01% | 2028 |
|
|
2023
Q4 | $36.1K | Hold |
3,728
| – | – | ﹤0.01% | 2126 |
|
|
2023
Q3 | $36.7K | Hold |
3,728
| – | – | ﹤0.01% | 2050 |
|
|
2023
Q2 | $32.1K | Hold |
3,728
| – | – | ﹤0.01% | 2069 |
|
|
2023
Q1 | $29.8K | Hold |
3,728
| – | – | ﹤0.01% | 2083 |
|
|
2022
Q4 | $29.9K | Hold |
3,728
| – | – | ﹤0.01% | 2049 |
|
|
2022
Q3 | $21K | Hold |
3,728
| – | – | ﹤0.01% | 2214 |
|
|
2022
Q2 | $22K | Hold |
3,728
| – | – | ﹤0.01% | 2190 |
|
|
2022
Q1 | $23K | Hold |
3,728
| – | – | ﹤0.01% | 2302 |
|
|
2021
Q4 | $25K | Hold |
3,728
| – | – | ﹤0.01% | 2231 |
|
|
2021
Q3 | $26K | Sell |
3,728
-5,707
| -60% | -$39.7K | ﹤0.01% | 2205 |
|
|
2021
Q2 | $65K | Hold |
9,435
| – | – | ﹤0.01% | 2829 |
|
|
2021
Q1 | $68.4K | Buy |
9,435
+5,707
| +153% | +$39.8K | ﹤0.01% | 1828 |
|
|
2020
Q4 | $23K | Sell |
3,728
-578
| -13% | -$3.39K | ﹤0.01% | 2007 |
|
|
2020
Q3 | $24K | Sell |
4,306
-649
| -13% | -$3.72K | ﹤0.01% | 1828 |
|
|
2020
Q2 | $28K | Buy |
4,955
+144
| +3% | +$778 | ﹤0.01% | 1655 |
|
|
2020
Q1 | $23K | Sell |
4,811
-1,135
| -19% | -$7.31K | ﹤0.01% | 1562 |
|
|
2019
Q4 | $44K | Buy |
5,946
+294
| +5% | +$2.12K | ﹤0.01% | 1460 |
|
|
2019
Q3 | $38K | Buy |
5,652
+429
| +8% | +$2.93K | ﹤0.01% | 1477 |
|
|
2019
Q2 | $36K | Buy |
+5,223
| New | +$37K | ﹤0.01% | 1455 |
|
|
2018
Q4 | – | Sell |
-6,476
| Closed | -$52K | – | 1940 |
|
|
2018
Q3 | $52K | Buy |
6,476
+4
| +0.1% | +$32 | ﹤0.01% | 1184 |
|
|
2018
Q2 | $50K | Buy |
6,472
+17
| +0.3% | +$141 | ﹤0.01% | 1099 |
|
|
2018
Q1 | $54K | Buy |
6,455
+209
| +3% | +$1.87K | ﹤0.01% | 978 |
|
|
2017
Q4 | $54K | Buy |
6,246
+4,518
| +261% | +$36.6K | ﹤0.01% | 803 |
|
|
2017
Q3 | $13K | Hold |
1,728
| – | – | ﹤0.01% | 1053 |
|
|
2017
Q2 | $13K | Sell |
1,728
-128
| -7% | -$951 | ﹤0.01% | 991 |
|
|
2017
Q1 | $13K | Sell |
1,856
-177
| -9% | -$1.38K | ﹤0.01% | 875 |
|
|
2016
Q4 | $15K | Buy |
+2,033
| New | +$14.8K | 0.01% | 489 |
|
Other funds holding SMFG
CCMG
