TD Private Client Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8K | Sell |
3,696
-442
| -11% | -$6.68K | ﹤0.01% | 827 |
|
|
2025
Q1 | $64K | Buy |
4,138
+3,690
| +824% | +$57K | ﹤0.01% | 770 |
|
|
2024
Q4 | $6.49K | Hold |
448
| – | – | ﹤0.01% | 1092 |
|
|
2024
Q3 | $5.66K | Hold |
448
| – | – | ﹤0.01% | 1104 |
|
|
2024
Q2 | $6.01K | Buy |
448
+171
| +62% | +$2.29K | ﹤0.01% | 1082 |
|
|
2024
Q1 | $3.26K | Hold |
277
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q4 | $2.68K | Sell |
277
-2,894
| -91% | -$28K | ﹤0.01% | 1142 |
|
|
2023
Q3 | $31.2K | Sell |
3,171
-898
| -22% | -$8.85K | ﹤0.01% | 861 |
|
|
2023
Q2 | $35K | Buy |
4,069
+587
| +17% | +$5.05K | ﹤0.01% | 859 |
|
|
2023
Q1 | $27.9K | Sell |
3,482
-4,802
| -58% | -$38.4K | ﹤0.01% | 884 |
|
|
2022
Q4 | $66.4K | Buy |
8,284
+84
| +1% | +$674 | ﹤0.01% | 685 |
|
|
2022
Q3 | $45.1K | Sell |
8,200
-906
| -10% | -$4.98K | ﹤0.01% | 748 |
|
|
2022
Q2 | $53.7K | Sell |
9,106
-10,255
| -53% | -$60.5K | ﹤0.01% | 719 |
|
|
2022
Q1 | $121K | Buy |
19,361
+10,063
| +108% | +$63.1K | 0.01% | 614 |
|
|
2021
Q4 | $63.1K | Sell |
9,298
-10,326
| -53% | -$70.1K | ﹤0.01% | 710 |
|
|
2021
Q3 | $138K | Sell |
19,624
-375
| -2% | -$2.63K | 0.01% | 584 |
|
|
2021
Q2 | $138K | Sell |
19,999
-1,243
| -6% | -$8.56K | 0.01% | 569 |
|
|
2021
Q1 | $154K | Sell |
21,242
-2,493
| -11% | -$18.1K | 0.01% | 537 |
|
|
2020
Q4 | $146K | Sell |
23,735
-5,303
| -18% | -$32.7K | 0.01% | 519 |
|
|
2020
Q3 | $162K | Sell |
29,038
-77,928
| -73% | -$436K | 0.01% | 476 |
|
|
2020
Q2 | $601K | Sell |
106,966
-65,886
| -38% | -$370K | 0.04% | 336 |
|
|
2020
Q1 | $828K | Sell |
172,852
-6,841
| -4% | -$32.8K | 0.06% | 253 |
|
|
2019
Q4 | $1.33M | Buy |
+179,693
| New | +$1.33M | 0.08% | 227 |
|