Tower Research Capital (TRC)’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
Q4 | – | Sell |
-4,695
| Closed | -$78.6K | – | 5549 |
|
|
2025
Q3 | $78.6K | Buy |
+4,695
| New | +$75.2K | ﹤0.01% | 2185 |
|
|
2025
Q2 | – | Sell |
-255
| Closed | -$3.94K | – | 5550 |
|
|
2025
Q1 | $3.94K | Buy |
+255
| New | +$3.88K | ﹤0.01% | 4323 |
|
|
2024
Q4 | – | Sell |
-14,237
| Closed | -$180K | – | 5975 |
|
|
2024
Q3 | $180K | Buy |
14,237
+4,530
| +47% | +$59.8K | ﹤0.01% | 1724 |
|
|
2024
Q2 | $130K | Buy |
9,707
+9,477
| +4,120% | +$115K | ﹤0.01% | 2394 |
|
|
2024
Q1 | $2.71K | Sell |
230
-1,067
| -82% | -$11.4K | ﹤0.01% | 4989 |
|
|
2023
Q4 | $12.6K | Sell |
1,297
-2,973
| -70% | -$28.8K | ﹤0.01% | 4034 |
|
|
2023
Q3 | $42.1K | Buy |
4,270
+1,029
| +32% | +$9.52K | ﹤0.01% | 2693 |
|
|
2023
Q2 | $27.9K | Buy |
3,241
+1,333
| +70% | +$11K | ﹤0.01% | 3095 |
|
|
2023
Q1 | $15K | Sell |
1,908
-1,213
| -39% | -$10.3K | ﹤0.01% | 3813 |
|
|
2022
Q4 | $25K | Buy |
3,121
+970
| +45% | +$6.18K | ﹤0.01% | 2927 |
|
|
2022
Q3 | $12K | Sell |
2,151
-19,297
| -90% | -$116K | ﹤0.01% | 4371 |
|
|
2022
Q2 | $127K | Sell |
21,448
-19,277
| -47% | -$116K | ﹤0.01% | 2102 |
|
|
2022
Q1 | $255K | Buy |
40,725
+39,340
| +2,840% | +$280K | ﹤0.01% | 1564 |
|
|
2021
Q4 | $10K | Sell |
1,385
-631
| -31% | -$4.27K | ﹤0.01% | 4607 |
|
|
2021
Q3 | $14K | Buy |
2,016
+1,883
| +1,416% | +$13.1K | ﹤0.01% | 4042 |
|
|
2021
Q2 | $1K | Sell |
133
-556
| -81% | -$3.99K | ﹤0.01% | 5254 |
|
|
2021
Q1 | $5K | Sell |
689
-5,210
| -88% | -$36.3K | ﹤0.01% | 4691 |
|
|
2020
Q4 | $36K | Buy |
+5,899
| New | +$34.6K | ﹤0.01% | 3431 |
|
|
2020
Q3 | – | Sell |
-26,303
| Closed | -$148K | – | 5070 |
|
|
2020
Q2 | $148K | Buy |
26,303
+24,378
| +1,266% | +$132K | 0.01% | 2089 |
|
|
2020
Q1 | $9K | Buy |
+1,925
| New | +$12.4K | ﹤0.01% | 2084 |
|
|
2019
Q4 | – | Sell |
-10,347
| Closed | -$71K | – | 4286 |
|
|
2019
Q3 | $71K | Buy |
10,347
+9,220
| +818% | +$63K | ﹤0.01% | 1550 |
|
|
2019
Q2 | $8K | Sell |
1,127
-14,136
| -93% | -$100K | ﹤0.01% | 2710 |
|
|
2019
Q1 | $107K | Buy |
15,263
+8,607
| +129% | +$61.5K | 0.01% | 1406 |
|
|
2018
Q4 | $43K | Buy |
6,656
+3,651
| +121% | +$27.3K | ﹤0.01% | 1389 |
|
|
2018
Q3 | $24K | Sell |
3,005
-2,234
| -43% | -$17.7K | ﹤0.01% | 2221 |
|
|
2018
Q2 | $40K | Buy |
+5,239
| New | +$43.5K | ﹤0.01% | 1976 |
|
|
2018
Q1 | – | Sell |
-9,047
| Closed | -$79K | – | 3820 |
|
|
2017
Q4 | $79K | Buy |
+9,047
| New | +$73.3K | 0.01% | 1016 |
|
|
2017
Q2 | – | Sell |
-10
| Closed | – | – | 3471 |
|
|
2017
Q1 | $0 | Buy |
+10
| New | +$78 | ﹤0.01% | 3853 |
|
|
2016
Q3 | – | Sell |
-1,520
| Closed | -$9K | – | 4376 |
|
|
2016
Q2 | $9K | Sell |
1,520
-1,800
| -54% | -$11K | ﹤0.01% | 2939 |
|
|
2016
Q1 | $20K | Sell |
3,320
-261
| -7% | -$1.63K | ﹤0.01% | 1356 |
|
|
2015
Q4 | $27K | Sell |
3,581
-3,938
| -52% | -$31K | ﹤0.01% | 990 |
|
|
2015
Q3 | $57K | Buy |
+7,519
| New | +$63.2K | 0.01% | 926 |
|
|
2015
Q2 | – | Sell |
-13,207
| Closed | -$102K | – | 4989 |
|
|
2015
Q1 | $102K | Buy |
13,207
+10,567
| +400% | +$79K | 0.01% | 873 |
|
|
2014
Q4 | $19K | Buy |
+2,640
| New | +$20K | ﹤0.01% | 1638 |
|
|
2014
Q3 | – | Sell |
-5,621
| Closed | -$48K | – | 4857 |
|
|
2014
Q2 | $48K | Buy |
5,621
+442
| +9% | +$3.64K | 0.01% | 1322 |
|
|
2014
Q1 | $45K | Buy |
+5,179
| New | +$48.5K | 0.01% | 1173 |
|
|
2013
Q4 | – | Sell |
-2,424
| Closed | -$24K | – | 4889 |
|
|
2013
Q3 | $24K | Buy |
2,424
+1,339
| +123% | +$12.7K | ﹤0.01% | 2547 |
|
|
2013
Q2 | $10K | Buy |
+1,085
| New | +$9.69K | ﹤0.01% | 2379 |
|
Other funds holding SMFG
CCMG
