SMFG
XYZ
Sumitomo Mitsui Financial Group’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7M | Buy |
907,950
+20
| +0% | +$1.36K | 1% | 13 |
|
|
2025
Q1 | $49.3M | Sell |
907,930
-334
| -0% | -$18.1K | 0.9% | 13 |
|
|
2024
Q4 | $77.2M | Buy |
908,264
+334
| +0% | +$28.4K | 1.03% | 12 |
|
|
2024
Q3 | $60.9M | Hold |
907,930
| – | – | 1.37% | 10 |
|
|
2024
Q2 | $58.6M | Hold |
907,930
| – | – | 1.82% | 8 |
|
|
2024
Q1 | $76.8M | Hold |
907,930
| – | – | 2.38% | 4 |
|
|
2023
Q4 | $70.2M | Hold |
907,930
| – | – | 2.23% | 6 |
|
|
2023
Q3 | $40.2M | Hold |
907,930
| – | – | 1.29% | 12 |
|
|
2023
Q2 | $60.4M | Hold |
907,930
| – | – | 1.92% | 8 |
|
|
2023
Q1 | $62.3M | Hold |
907,930
| – | – | 1.95% | 8 |
|
|
2022
Q4 | $57.1M | Hold |
907,930
| – | – | 2.16% | 6 |
|
|
2022
Q3 | $49.9M | Hold |
907,930
| – | – | 2.1% | 6 |
|
|
2022
Q2 | $55.8M | Hold |
907,930
| – | – | 1.57% | 13 |
|
|
2022
Q1 | $123M | Hold |
907,930
| – | – | 3.61% | 3 |
|
|
2021
Q4 | $147M | Sell |
907,930
-39,313
| -4% | -$6.35M | 4.21% | 3 |
|
|
2021
Q3 | $227M | Buy |
947,243
+37,377
| +4% | +$8.96M | 5.18% | 6 |
|
|
2021
Q2 | $222M | Buy |
909,866
+1,936
| +0.2% | +$472K | 4.88% | 4 |
|
|
2021
Q1 | $206M | Sell |
907,930
-7,055
| -0.8% | -$1.6M | 4.86% | 6 |
|
|
2020
Q4 | $199M | Sell |
914,985
-46,241
| -5% | -$10.1M | 4.9% | 7 |
|
|
2020
Q3 | $156M | Sell |
961,226
-28,407
| -3% | -$4.62M | 5.34% | 5 |
|
|
2020
Q2 | $104M | Sell |
989,633
-53,209
| -5% | -$5.58M | 3.56% | 9 |
|
|
2020
Q1 | $54.5M | Buy |
1,042,842
+127,733
| +14% | +$6.67M | 2.68% | 7 |
|
|
2019
Q4 | $57.3M | Sell |
915,109
-83,470
| -8% | -$5.22M | 4.5% | 5 |
|
|
2019
Q3 | $61.8M | Buy |
998,579
+90,649
| +10% | +$5.61M | 5.12% | 6 |
|
|
2019
Q2 | $74.9M | Sell |
907,930
-37,130
| -4% | -$3.06M | 5.92% | 6 |
|
|
2019
Q1 | $70.8M | Sell |
945,060
-117,252
| -11% | -$8.78M | 6.32% | 6 |
|
|
2018
Q4 | $63.7M | Buy |
1,062,312
+964,484
| +986% | +$57.8M | 4.03% | 7 |
|
|
2018
Q3 | $9.58M | Buy |
+97,828
| New | +$9.58M | 0.78% | 14 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 141 |
|
|
2017
Q4 | – | Sell |
-46,404
| Closed | -$1.32M | – | 122 |
|
|
2017
Q3 | $1.32M | Buy |
+46,404
| New | +$1.32M | 0.16% | 44 |
|