SMFG
Sumitomo Mitsui Financial Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.7K | Buy |
+911
| New | +$69.7K | ﹤0.01% | 139 |
|
|
2024
Q4 | – | Sell |
-753
| Closed | -$46.4K | – | 143 |
|
|
2024
Q3 | $46.4K | Sell |
753
-11,131
| -94% | -$686K | ﹤0.01% | 125 |
|
|
2024
Q2 | $626K | Hold |
11,884
| – | – | 0.02% | 103 |
|
|
2024
Q1 | $708K | Hold |
11,884
| – | – | 0.02% | 103 |
|
|
2023
Q4 | $715K | Sell |
11,884
-656
| -5% | -$39.5K | 0.02% | 102 |
|
|
2023
Q3 | $527K | Sell |
12,540
-22,884
| -65% | -$961K | 0.02% | 110 |
|
|
2023
Q2 | $1.81M | Sell |
35,424
-2,335
| -6% | -$120K | 0.06% | 80 |
|
|
2023
Q1 | $2.13M | Sell |
37,759
-15,344
| -29% | -$868K | 0.07% | 82 |
|
|
2022
Q4 | $2.96M | Sell |
53,103
-33,656
| -39% | -$1.88M | 0.11% | 74 |
|
|
2022
Q3 | $4.79M | Sell |
86,759
-42,483
| -33% | -$2.35M | 0.2% | 60 |
|
|
2022
Q2 | $7.89M | Sell |
129,242
-38,649
| -23% | -$2.36M | 0.22% | 57 |
|
|
2022
Q1 | $18.1M | Buy |
167,891
+139,509
| +492% | +$15.1M | 0.53% | 35 |
|
|
2021
Q4 | $4.33M | Buy |
28,382
+7,900
| +39% | +$1.2M | 0.12% | 67 |
|
|
2021
Q3 | $5.26M | Buy |
20,482
+9,581
| +88% | +$2.46M | 0.12% | 68 |
|
|
2021
Q2 | $3.1M | Buy |
10,901
+8,409
| +337% | +$2.39M | 0.07% | 79 |
|
|
2021
Q1 | $491K | Sell |
2,492
-12,714
| -84% | -$2.51M | 0.01% | 104 |
|
|
2020
Q4 | $3.47M | Buy |
+15,206
| New | +$3.47M | 0.09% | 61 |
|