Stifel Financial’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 | $11.1M | Buy |
559,790
+27,054
| +5% | +$568K | 0.01% | 900 |
|
|
2025
Q4 | $10.3M | Buy |
532,736
+63,432
| +14% | +$1.1M | 0.01% | 941 |
|
|
2025
Q3 | $7.86M | Sell |
469,304
-1,872
| -0.4% | -$30K | 0.01% | 1059 |
|
|
2025
Q2 | $7.12M | Buy |
471,176
+44,194
| +10% | +$635K | 0.01% | 1059 |
|
|
2025
Q1 | $6.6M | Sell |
426,982
-15,085
| -3% | -$229K | 0.01% | 1041 |
|
|
2024
Q4 | $6.41M | Buy |
442,067
+394
| +0.1% | +$5.41K | 0.01% | 1073 |
|
|
2024
Q3 | $5.58M | Buy |
441,673
+1,021
| +0.2% | +$13.5K | 0.01% | 1149 |
|
|
2024
Q2 | $5.91M | Sell |
440,652
-25,023
| -5% | -$303K | 0.01% | 1045 |
|
|
2024
Q1 | $5.48M | Buy |
465,675
+6,319
| +1% | +$67.8K | 0.01% | 1091 |
|
|
2023
Q4 | $4.45M | Buy |
459,356
+21,124
| +5% | +$205K | 0.01% | 1169 |
|
|
2023
Q3 | $4.32M | Buy |
438,232
+8,928
| +2% | +$82.6K | 0.01% | 1114 |
|
|
2023
Q2 | $3.69M | Buy |
429,304
+25,237
| +6% | +$209K | 0.01% | 1227 |
|
|
2023
Q1 | $3.23M | Buy |
404,067
+18,855
| +5% | +$160K | ﹤0.01% | 1283 |
|
|
2022
Q4 | $3.09M | Buy |
385,212
+35,466
| +10% | +$226K | ﹤0.01% | 1239 |
|
|
2022
Q3 | $1.92M | Buy |
349,746
+13,137
| +4% | +$79.2K | ﹤0.01% | 1506 |
|
|
2022
Q2 | $1.99M | Buy |
336,609
+34,593
| +11% | +$209K | ﹤0.01% | 1499 |
|
|
2022
Q1 | $1.89M | Buy |
302,016
+52,372
| +21% | +$373K | ﹤0.01% | 1654 |
|
|
2021
Q4 | $1.7M | Sell |
249,644
-130,758
| -34% | -$886K | ﹤0.01% | 1750 |
|
|
2021
Q3 | $2.67M | Buy |
380,402
+29,445
| +8% | +$205K | ﹤0.01% | 1391 |
|
|
2021
Q2 | $2.42M | Buy |
350,957
+24,177
| +7% | +$173K | ﹤0.01% | 1476 |
|
|
2021
Q1 | $2.37M | Buy |
326,780
+46,671
| +17% | +$325K | ﹤0.01% | 1421 |
|
|
2020
Q4 | $1.73M | Sell |
280,109
-28,283
| -9% | -$166K | ﹤0.01% | 1480 |
|
|
2020
Q3 | $1.72M | Buy |
308,392
+113,117
| +58% | +$648K | ﹤0.01% | 1300 |
|
|
2020
Q2 | $1.1M | Buy |
195,275
+5,702
| +3% | +$30.8K | ﹤0.01% | 1497 |
|
|
2020
Q1 | $909K | Sell |
189,573
-5,328
| -3% | -$34.3K | ﹤0.01% | 1493 |
|
|
2019
Q4 | $1.45M | Sell |
194,901
-193,089
| -50% | -$1.39M | ﹤0.01% | 1561 |
|
|
2019
Q3 | $2.65M | Buy |
387,990
+27,321
| +8% | +$187K | 0.01% | 1133 |
|
|
2019
Q2 | $2.56M | Sell |
360,669
-252,950
| -41% | -$1.79M | 0.01% | 1186 |
|
|
2019
Q1 | $4.33M | Buy |
613,619
+25,854
| +4% | +$185K | 0.01% | 869 |
|
|
2018
Q4 | $3.83M | Sell |
587,765
-74,914
| -11% | -$559K | 0.01% | 884 |
|
|
2018
Q3 | $5.32M | Sell |
662,679
-149
| -0% | -$1.18K | 0.02% | 816 |
|
|
2018
Q2 | $5.14M | Sell |
662,828
-10,576
| -2% | -$87.9K | 0.02% | 804 |
|
|
2018
Q1 | $5.73M | Buy |
673,404
+20,888
| +3% | +$187K | 0.02% | 738 |
|
|
2017
Q4 | $5.68M | Buy |
652,516
+55,955
| +9% | +$453K | 0.02% | 718 |
|
|
2017
Q3 | $4.6M | Buy |
596,561
+66,419
| +13% | +$506K | 0.02% | 770 |
|
|
2017
Q2 | $4.18M | Buy |
530,142
+57,746
| +12% | +$429K | 0.02% | 789 |
|
|
2017
Q1 | $3.43M | Buy |
472,396
+54,952
| +13% | +$427K | 0.01% | 852 |
|
|
2016
Q4 | $3.19M | Buy |
417,444
+57,826
| +16% | +$420K | 0.01% | 834 |
|
|
2016
Q3 | $2.43M | Sell |
359,618
-12,685
| -3% | -$82.3K | 0.01% | 912 |
|
|
2016
Q2 | $2.13M | Buy |
372,303
+39,419
| +12% | +$241K | 0.01% | 967 |
|
|
2016
Q1 | $2M | Sell |
332,884
-197,180
| -37% | -$1.23M | 0.01% | 924 |
|
|
2015
Q4 | $4.02M | Buy |
530,064
+1,218
| +0.2% | +$9.59K | 0.02% | 653 |
|
|
2015
Q3 | $4.04M | Buy |
528,846
+48,786
| +10% | +$410K | 0.02% | 592 |
|
|
2015
Q2 | $4.25M | Buy |
480,060
+61,757
| +15% | +$536K | 0.02% | 648 |
|
|
2015
Q1 | $3.24M | Buy |
418,303
+167,451
| +67% | +$1.25M | 0.02% | 748 |
|
|
2014
Q4 | $1.83M | Buy |
250,852
+233,029
| +1,307% | +$1.77M | 0.01% | 953 |
|
|
2014
Q3 | $146K | Buy |
+17,823
| New | +$146K | ﹤0.01% | 2063 |
|
|
2014
Q2 | – | Sell |
-23,545
| Closed | -$204K | – | 2250 |
|
|
2014
Q1 | $204K | Buy |
+23,545
| New | +$220K | ﹤0.01% | 1917 |
|
Other funds holding SMFG
CCMG
