SMFG
Sumitomo Mitsui Financial Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Buy |
+200
| New | +$28.1K | ﹤0.01% | 154 |
|
|
2022
Q2 | – | Sell |
-9,000
| Closed | -$812K | – | 167 |
|
|
2022
Q1 | $812K | Sell |
9,000
-500
| -5% | -$45.1K | 0.02% | 113 |
|
|
2021
Q4 | $938K | Buy |
9,500
+675
| +8% | +$66.6K | 0.03% | 100 |
|
|
2021
Q3 | $879K | Buy |
+8,825
| New | +$879K | 0.02% | 112 |
|
|
2021
Q2 | – | Sell |
-8,725
| Closed | -$690K | – | 160 |
|
|
2021
Q1 | $690K | Buy |
+8,725
| New | +$690K | 0.02% | 99 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$9K | – | 143 |
|
|
2020
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 117 |
|
|
2020
Q1 | – | Sell |
-15,000
| Closed | -$766K | – | 118 |
|
|
2019
Q4 | $766K | Buy |
15,000
+14,162
| +1,690% | +$723K | 0.06% | 63 |
|
|
2019
Q3 | $36K | Buy |
+838
| New | +$36K | ﹤0.01% | 101 |
|
|
2019
Q2 | – | Sell |
-755
| Closed | -$32K | – | 111 |
|
|
2019
Q1 | $32K | Buy |
+755
| New | +$32K | ﹤0.01% | 99 |
|
|
2018
Q4 | – | Sell |
-848
| Closed | -$41K | – | 111 |
|
|
2018
Q3 | $41K | Sell |
848
-7,882
| -90% | -$381K | ﹤0.01% | 102 |
|
|
2018
Q2 | $422K | Buy |
+8,730
| New | +$422K | 0.04% | 63 |
|
|
2017
Q4 | – | Sell |
-12,528
| Closed | -$603K | – | 111 |
|
|
2017
Q3 | $603K | Buy |
+12,528
| New | +$603K | 0.07% | 56 |
|