Te Ahumairangi Investment Management’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 | $342K | Sell |
22,657
-12,000
| -35% | -$181K | 0.06% | 85 |
|
|
2025
Q1 | $536K | Sell |
34,657
-5,000
| -13% | -$77.3K | 0.11% | 81 |
|
|
2024
Q4 | $575K | Sell |
39,657
-47,294
| -54% | -$686K | 0.12% | 77 |
|
|
2024
Q3 | $1.09M | Buy |
86,951
+7,474
| +9% | +$93.9K | 0.19% | 78 |
|
|
2024
Q2 | $1.07M | Sell |
79,477
-17,300
| -18% | -$232K | 0.2% | 80 |
|
|
2024
Q1 | $1.14M | Hold |
96,777
| – | – | 0.2% | 79 |
|
|
2023
Q4 | $937K | Sell |
96,777
-56,000
| -37% | -$542K | 0.18% | 81 |
|
|
2023
Q3 | $1.51M | Hold |
152,777
| – | – | 0.24% | 81 |
|
|
2023
Q2 | $1.31M | Sell |
152,777
-132,000
| -46% | -$1.14M | 0.18% | 86 |
|
|
2023
Q1 | $2.28M | Sell |
284,777
-25,000
| -8% | -$200K | 0.33% | 82 |
|
|
2022
Q4 | $2.48M | Sell |
309,777
-25,200
| -8% | -$202K | 0.39% | 77 |
|
|
2022
Q3 | $1.84M | Sell |
334,977
-27,614
| -8% | -$152K | 0.31% | 80 |
|
|
2022
Q2 | $2.14M | Hold |
362,591
| – | – | 0.32% | 78 |
|
|
2022
Q1 | $2.27M | Sell |
362,591
-35,000
| -9% | -$219K | 0.31% | 79 |
|
|
2021
Q4 | $2.7M | Buy |
397,591
+51,601
| +15% | +$350K | 0.35% | 76 |
|
|
2021
Q3 | $2.43M | Hold |
345,990
| – | – | 0.33% | 84 |
|
|
2021
Q2 | $2.38M | Hold |
345,990
| – | – | 0.31% | 87 |
|
|
2021
Q1 | $2.51M | Hold |
345,990
| – | – | 0.32% | 91 |
|
|
2020
Q4 | $2.14M | Hold |
345,990
| – | – | 0.3% | 94 |
|
|
2020
Q3 | $1.93M | Buy |
+345,990
| New | +$1.93M | 0.33% | 91 |
|