SMFG
Sumitomo Mitsui Financial Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
+650
| New | +$358K | 0.01% | 106 |
|
|
2024
Q3 | – | Sell |
-550
| Closed | -$244K | – | 147 |
|
|
2024
Q2 | $244K | Hold |
550
| – | – | 0.01% | 115 |
|
|
2024
Q1 | $265K | Hold |
550
| – | – | 0.01% | 114 |
|
|
2023
Q4 | $234K | Sell |
550
-50
| -8% | -$21.3K | 0.01% | 113 |
|
|
2023
Q3 | $240K | Buy |
600
+5
| +0.8% | +$2K | 0.01% | 115 |
|
|
2023
Q2 | $231K | Buy |
595
+45
| +8% | +$17.4K | 0.01% | 118 |
|
|
2023
Q1 | $198K | Buy |
+550
| New | +$198K | 0.01% | 123 |
|
|
2022
Q2 | – | Sell |
-159
| Closed | -$58K | – | 165 |
|
|
2022
Q1 | $58K | Sell |
159
-1,153
| -88% | -$421K | ﹤0.01% | 148 |
|
|
2021
Q4 | $474K | Buy |
1,312
+522
| +66% | +$189K | 0.01% | 118 |
|
|
2021
Q3 | $279K | Buy |
+790
| New | +$279K | 0.01% | 132 |
|
|
2021
Q2 | – | Sell |
-97
| Closed | -$35K | – | 159 |
|
|
2021
Q1 | $35K | Sell |
97
-2,615
| -96% | -$944K | ﹤0.01% | 136 |
|
|
2020
Q4 | $940K | Sell |
2,712
-5,785
| -68% | -$2.01M | 0.02% | 91 |
|
|
2020
Q3 | $2.86M | Buy |
+8,497
| New | +$2.86M | 0.1% | 57 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$902K | – | 116 |
|
|
2019
Q4 | $902K | Buy |
3,000
+2,501
| +501% | +$752K | 0.07% | 60 |
|
|
2019
Q3 | $134K | Buy |
+499
| New | +$134K | 0.01% | 89 |
|
|
2018
Q4 | – | Sell |
-1,615
| Closed | -$359K | – | 110 |
|
|
2018
Q3 | $359K | Buy |
1,615
+1,006
| +165% | +$224K | 0.03% | 77 |
|
|
2018
Q2 | $120K | Buy |
+609
| New | +$120K | 0.01% | 75 |
|
|
2017
Q4 | – | Sell |
-88
| Closed | -$12K | – | 110 |
|
|
2017
Q3 | $12K | Buy |
+88
| New | +$12K | ﹤0.01% | 94 |
|