Truist Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $906K | Sell |
45,892
-3,506
| -7% | -$73.7K | ﹤0.01% | 1759 |
|
|
2025
Q4 | $955K | Buy |
49,398
+10,614
| +27% | +$184K | ﹤0.01% | 1686 |
|
|
2025
Q3 | $649K | Buy |
38,784
+15,058
| +63% | +$241K | ﹤0.01% | 1870 |
|
|
2025
Q2 | $359K | Sell |
23,726
-334
| -1% | -$4.8K | ﹤0.01% | 2124 |
|
|
2025
Q1 | $372K | Sell |
24,060
-301
| -1% | -$4.58K | ﹤0.01% | 2034 |
|
|
2024
Q4 | $353K | Sell |
24,361
-4,136
| -15% | -$56.8K | ﹤0.01% | 2068 |
|
|
2024
Q3 | $360K | Sell |
28,497
-579
| -2% | -$7.65K | ﹤0.01% | 2031 |
|
|
2024
Q2 | $390K | Sell |
29,076
-7,088
| -20% | -$85.9K | ﹤0.01% | 2126 |
|
|
2024
Q1 | $426K | Sell |
36,164
-27,463
| -43% | -$295K | ﹤0.01% | 2066 |
|
|
2023
Q4 | $616K | Sell |
63,627
-312,719
| -83% | -$3.03M | ﹤0.01% | 1857 |
|
|
2023
Q3 | $3.71M | Sell |
376,346
-18,473
| -5% | -$171K | 0.01% | 959 |
|
|
2023
Q2 | $3.4M | Buy |
394,819
+440
| +0.1% | +$3.63K | 0.01% | 1002 |
|
|
2023
Q1 | $3.16M | Sell |
394,379
-102,693
| -21% | -$869K | 0.01% | 1026 |
|
|
2022
Q4 | $3.99M | Sell |
497,072
-6,665
| -1% | -$42.4K | 0.01% | 900 |
|
|
2022
Q3 | $2.77M | Buy |
503,737
+23,405
| +5% | +$141K | 0.01% | 1016 |
|
|
2022
Q2 | $2.83M | Buy |
480,332
+23,971
| +5% | +$145K | 0.01% | 1050 |
|
|
2022
Q1 | $2.86M | Buy |
456,361
+96,534
| +27% | +$688K | ﹤0.01% | 1127 |
|
|
2021
Q4 | $2.44M | Sell |
359,827
-35,628
| -9% | -$241K | ﹤0.01% | 1195 |
|
|
2021
Q3 | $2.77M | Buy |
395,455
+86,750
| +28% | +$604K | ﹤0.01% | 1121 |
|
|
2021
Q2 | $2.13M | Buy |
308,705
+213,313
| +224% | +$1.53M | ﹤0.01% | 1259 |
|
|
2021
Q1 | $691K | Sell |
95,392
-18,733
| -16% | -$130K | ﹤0.01% | 1801 |
|
|
2020
Q4 | $704K | Sell |
114,125
-23,276
| -17% | -$137K | ﹤0.01% | 1680 |
|
|
2020
Q3 | $768K | Sell |
137,401
-32,857
| -19% | -$188K | ﹤0.01% | 1491 |
|
|
2020
Q2 | $956K | Sell |
170,258
-17,649
| -9% | -$95.3K | ﹤0.01% | 1320 |
|
|
2020
Q1 | $900K | Sell |
187,907
-225,087
| -55% | -$1.45M | ﹤0.01% | 1302 |
|
|
2019
Q4 | $3.06M | Buy |
412,994
+193,579
| +88% | +$1.39M | 0.01% | 949 |
|
|
2019
Q3 | $1.5M | Sell |
219,415
-71,019
| -24% | -$485K | 0.03% | 397 |
|
|
2019
Q2 | $2.05M | Sell |
290,434
-21,038
| -7% | -$149K | 0.04% | 351 |
|
|
2019
Q1 | $2.19M | Sell |
311,472
-21,779
| -7% | -$156K | 0.04% | 341 |
|
|
2018
Q4 | $2.17M | Sell |
333,251
-110,987
| -25% | -$828K | 0.04% | 326 |
|
|
2018
Q3 | $3.57M | Sell |
444,238
-40,106
| -8% | -$317K | 0.06% | 275 |
|
|
2018
Q2 | $3.76M | Sell |
484,344
-18,832
| -4% | -$156K | 0.07% | 269 |
|
|
2018
Q1 | $4.28M | Buy |
503,176
+5,611
| +1% | +$50.1K | 0.08% | 258 |
|
|
2017
Q4 | $4.33M | Buy |
497,565
+82,308
| +20% | +$667K | 0.08% | 262 |
|
|
2017
Q3 | $3.2M | Buy |
415,257
+269,180
| +184% | +$2.05M | 0.06% | 291 |
|
|
2017
Q2 | $1.15M | Buy |
146,077
+48,597
| +50% | +$361K | 0.02% | 449 |
|
|
2017
Q1 | $707K | Sell |
97,480
-26,027
| -21% | -$202K | 0.01% | 523 |
|
|
2016
Q4 | $944K | Sell |
123,507
-55,943
| -31% | -$406K | 0.02% | 481 |
|
|
2016
Q3 | $1.21M | Sell |
179,450
-75,992
| -30% | -$493K | 0.02% | 441 |
|
|
2016
Q2 | $1.46M | Sell |
255,442
-216,735
| -46% | -$1.32M | 0.03% | 414 |
|
|
2016
Q1 | $2.84M | Sell |
472,177
-158,114
| -25% | -$986K | 0.07% | 273 |
|
|
2015
Q4 | $4.78M | Buy |
630,291
+12,586
| +2% | +$99.1K | 0.12% | 189 |
|
|
2015
Q3 | $4.71M | Buy |
617,705
+18,752
| +3% | +$158K | 0.12% | 198 |
|
|
2015
Q2 | $5.32M | Sell |
598,953
-21,932
| -4% | -$190K | 0.14% | 178 |
|
|
2015
Q1 | $4.81M | Buy |
620,885
+130,449
| +27% | +$975K | 0.14% | 181 |
|
|
2014
Q4 | $3.57M | Sell |
490,436
-46,521
| -9% | -$353K | 0.1% | 211 |
|
|
2014
Q3 | $4.4M | Buy |
536,957
+46,509
| +9% | +$381K | 0.13% | 180 |
|
|
2014
Q2 | $4.15M | Buy |
490,448
+145,823
| +42% | +$1.2M | 0.12% | 199 |
|
|
2014
Q1 | $2.98M | Buy |
344,625
+97,488
| +39% | +$912K | 0.09% | 228 |
|
|
2013
Q4 | $2.59M | Buy |
247,137
+143,337
| +138% | +$1.43M | 0.08% | 243 |
|
|
2013
Q3 | $1.01M | Buy |
103,800
+47,240
| +84% | +$448K | 0.04% | 337 |
|
|
2013
Q2 | $521K | Buy |
+56,560
| New | +$505K | 0.02% | 463 |
|
Other funds holding SMFG
CCMG
