SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,891
| Closed | -$230K | – | 1446 |
|
|
2025
Q1 | $230K | Sell |
14,891
-5,603
| -27% | -$85.2K | 0.01% | 295 |
|
|
2024
Q4 | $297K | Buy |
+20,494
| New | +$282K | 0.01% | 563 |
|
|
2024
Q3 | – | Sell |
-25,507
| Closed | -$342K | – | 509 |
|
|
2024
Q2 | $342K | Sell |
25,507
-4,502
| -15% | -$54.5K | 0.01% | 523 |
|
|
2024
Q1 | $353K | Sell |
30,009
-421
| -1% | -$4.52K | 0.01% | 580 |
|
|
2023
Q4 | $295K | Buy |
30,430
+450
| +2% | +$4.36K | 0.01% | 638 |
|
|
2023
Q3 | $295K | Sell |
29,980
-2,323
| -7% | -$21.5K | 0.01% | 616 |
|
|
2023
Q2 | $278K | Buy |
32,303
+563
| +2% | +$4.65K | 0.01% | 709 |
|
|
2023
Q1 | $254K | Buy |
31,740
+594
| +2% | +$5.03K | ﹤0.01% | 797 |
|
|
2022
Q4 | $250K | Sell |
31,146
-4,978
| -14% | -$31.7K | ﹤0.01% | 821 |
|
|
2022
Q3 | $199K | Buy |
36,124
+11,080
| +44% | +$66.8K | ﹤0.01% | 857 |
|
|
2022
Q2 | $148K | Sell |
25,044
-4,508
| -15% | -$27.2K | ﹤0.01% | 696 |
|
|
2022
Q1 | $186K | Sell |
29,552
-14,374
| -33% | -$102K | ﹤0.01% | 707 |
|
|
2021
Q4 | $298K | Sell |
43,926
-259,991
| -86% | -$1.76M | ﹤0.01% | 581 |
|
|
2021
Q3 | $2.13M | Buy |
303,917
+162,179
| +114% | +$1.13M | 0.03% | 251 |
|
|
2021
Q2 | $977K | Buy |
141,738
+45,977
| +48% | +$330K | 0.01% | 390 |
|
|
2021
Q1 | $694K | Buy |
95,761
+7,701
| +9% | +$53.6K | 0.01% | 440 |
|
|
2020
Q4 | $543K | Buy |
88,060
+20,974
| +31% | +$123K | 0.01% | 455 |
|
|
2020
Q3 | $375K | Buy |
67,086
+25,569
| +62% | +$147K | 0.01% | 476 |
|
|
2020
Q2 | $233K | Buy |
41,517
+21,589
| +108% | +$117K | ﹤0.01% | 513 |
|
|
2020
Q1 | $95K | Buy |
+19,928
| New | +$128K | ﹤0.01% | 497 |
|
|
2019
Q3 | – | Sell |
-15,214
| Closed | -$108K | – | 527 |
|
|
2019
Q2 | $108K | Buy |
15,214
+92
| +0.6% | +$651 | ﹤0.01% | 508 |
|
|
2019
Q1 | $106K | Sell |
15,122
-2,976
| -16% | -$21.3K | ﹤0.01% | 388 |
|
|
2018
Q4 | $117K | Sell |
18,098
-6,647
| -27% | -$49.6K | 0.01% | 388 |
|
|
2018
Q3 | $198K | Sell |
24,745
-2,198
| -8% | -$17.4K | 0.01% | 421 |
|
|
2018
Q2 | $209K | Sell |
26,943
-1,194
| -4% | -$9.92K | 0.01% | 414 |
|
|
2018
Q1 | $239K | Sell |
28,137
-5,844
| -17% | -$52.2K | 0.01% | 399 |
|
|
2017
Q4 | $295K | Buy |
33,981
+1,234
| +4% | +$10K | 0.01% | 397 |
|
|
2017
Q3 | $252K | Buy |
32,747
+2,752
| +9% | +$21K | 0.01% | 412 |
|
|
2017
Q2 | $236K | Buy |
29,995
+2,045
| +7% | +$15.2K | 0.01% | 436 |
|
|
2017
Q1 | $203K | Sell |
27,950
-2,556
| -8% | -$19.9K | 0.01% | 457 |
|
|
2016
Q4 | $233K | Sell |
30,506
-4,993
| -14% | -$36.3K | 0.01% | 446 |
|
|
2016
Q3 | $240K | Sell |
35,499
-14,620
| -29% | -$94.8K | 0.01% | 472 |
|
|
2016
Q2 | $287K | Sell |
50,119
-7,939
| -14% | -$48.5K | 0.01% | 434 |
|
|
2016
Q1 | $349K | Buy |
58,058
+403
| +0.7% | +$2.51K | 0.01% | 418 |
|
|
2015
Q4 | $438K | Sell |
57,655
-23,348
| -29% | -$184K | 0.02% | 391 |
|
|
2015
Q3 | $618K | Buy |
81,003
+12,134
| +18% | +$102K | 0.02% | 371 |
|
|
2015
Q2 | $612K | Buy |
68,869
+20,973
| +44% | +$182K | 0.02% | 401 |
|
|
2015
Q1 | $371K | Buy |
47,896
+6,659
| +16% | +$49.8K | 0.01% | 454 |
|
|
2014
Q4 | $300K | Buy |
+41,237
| New | +$313K | 0.01% | 467 |
|
Other funds holding SMFG
CCMG
