UBS Group’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 | $7M | Sell |
463,502
-433,419
| -48% | -$6.55M | ﹤0.01% | 2760 |
|
|
2025
Q1 | $13.9M | Buy |
896,921
+230,787
| +35% | +$3.57M | ﹤0.01% | 2096 |
|
|
2024
Q4 | $9.65M | Buy |
666,134
+135,348
| +25% | +$1.96M | ﹤0.01% | 2375 |
|
|
2024
Q3 | $6.7M | Buy |
530,786
+173,212
| +48% | +$2.19M | ﹤0.01% | 2012 |
|
|
2024
Q2 | $4.8M | Buy |
357,574
+25,779
| +8% | +$346K | ﹤0.01% | 2165 |
|
|
2024
Q1 | $3.91M | Sell |
331,795
-11,666
| -3% | -$137K | ﹤0.01% | 2409 |
|
|
2023
Q4 | $3.32M | Sell |
343,461
-982
| -0.3% | -$9.51K | ﹤0.01% | 2369 |
|
|
2023
Q3 | $3.39M | Sell |
344,443
-7,770
| -2% | -$76.5K | ﹤0.01% | 2140 |
|
|
2023
Q2 | $3.03M | Sell |
352,213
-464,643
| -57% | -$4M | ﹤0.01% | 2321 |
|
|
2023
Q1 | $6.53M | Buy |
816,856
+779,119
| +2,065% | +$6.23M | ﹤0.01% | 1647 |
|
|
2022
Q4 | $303K | Buy |
37,737
+1,804
| +5% | +$14.5K | ﹤0.01% | 4071 |
|
|
2022
Q3 | $198K | Buy |
35,933
+10,967
| +44% | +$60.4K | ﹤0.01% | 4066 |
|
|
2022
Q2 | $147K | Sell |
24,966
-336,499
| -93% | -$1.98M | ﹤0.01% | 4154 |
|
|
2022
Q1 | $2.27M | Buy |
361,465
+36,589
| +11% | +$229K | ﹤0.01% | 2559 |
|
|
2021
Q4 | $2.21M | Sell |
324,876
-30,247
| -9% | -$205K | ﹤0.01% | 2798 |
|
|
2021
Q3 | $2.49M | Buy |
355,123
+11,943
| +3% | +$83.7K | ﹤0.01% | 2590 |
|
|
2021
Q2 | $2.37M | Sell |
343,180
-1,200
| -0.3% | -$8.27K | ﹤0.01% | 2616 |
|
|
2021
Q1 | $2.5M | Buy |
344,380
+7,258
| +2% | +$52.6K | ﹤0.01% | 2570 |
|
|
2020
Q4 | $2.08M | Sell |
337,122
-21,543
| -6% | -$133K | ﹤0.01% | 2605 |
|
|
2020
Q3 | $2.01M | Sell |
358,665
-64,653
| -15% | -$361K | ﹤0.01% | 2398 |
|
|
2020
Q2 | $2.38M | Sell |
423,318
-9,950
| -2% | -$55.9K | ﹤0.01% | 2149 |
|
|
2020
Q1 | $2.08M | Sell |
433,268
-16,299
| -4% | -$78.1K | ﹤0.01% | 2138 |
|
|
2019
Q4 | $3.33M | Sell |
449,567
-8,646
| -2% | -$64.1K | ﹤0.01% | 2338 |
|
|
2019
Q3 | $3.13M | Sell |
458,213
-11,253
| -2% | -$77K | ﹤0.01% | 2238 |
|
|
2019
Q2 | $3.31M | Sell |
469,466
-15,164
| -3% | -$107K | ﹤0.01% | 2128 |
|
|
2019
Q1 | $3.41M | Buy |
484,630
+84,419
| +21% | +$593K | ﹤0.01% | 2039 |
|
|
2018
Q4 | $2.61M | Sell |
400,211
-119,045
| -23% | -$775K | ﹤0.01% | 2219 |
|
|
2018
Q3 | $4.17M | Sell |
519,256
-34,562
| -6% | -$277K | ﹤0.01% | 2017 |
|
|
2018
Q2 | $4.3M | Buy |
553,818
+2,065
| +0.4% | +$16K | ﹤0.01% | 1968 |
|
|
2018
Q1 | $4.69M | Buy |
551,753
+61,002
| +12% | +$519K | ﹤0.01% | 1907 |
|
|
2017
Q4 | $4.27M | Buy |
490,751
+53,076
| +12% | +$461K | ﹤0.01% | 1969 |
|
|
2017
Q3 | $3.37M | Buy |
437,675
+26,081
| +6% | +$201K | ﹤0.01% | 2051 |
|
|
2017
Q2 | $3.24M | Sell |
411,594
-31,182
| -7% | -$245K | ﹤0.01% | 2016 |
|
|
2017
Q1 | $3.21M | Buy |
442,776
+37,424
| +9% | +$271K | ﹤0.01% | 1959 |
|
|
2016
Q4 | $3.1M | Buy |
405,352
+18,238
| +5% | +$139K | ﹤0.01% | 1949 |
|
|
2016
Q3 | $2.61M | Sell |
387,114
-28,876
| -7% | -$195K | ﹤0.01% | 2025 |
|
|
2016
Q2 | $2.38M | Sell |
415,990
-22,972
| -5% | -$131K | ﹤0.01% | 2060 |
|
|
2016
Q1 | $2.64M | Buy |
438,962
+113,759
| +35% | +$684K | ﹤0.01% | 1927 |
|
|
2015
Q4 | $2.47M | Sell |
325,203
-73,308
| -18% | -$556K | ﹤0.01% | 2027 |
|
|
2015
Q3 | $3.04M | Sell |
398,511
-16,520
| -4% | -$126K | ﹤0.01% | 1847 |
|
|
2015
Q2 | $3.69M | Buy |
415,031
+381,579
| +1,141% | +$3.39M | ﹤0.01% | 1846 |
|
|
2015
Q1 | $259K | Sell |
33,452
-32,500
| -49% | -$252K | ﹤0.01% | 3630 |
|
|
2014
Q4 | $480K | Buy |
+65,952
| New | +$480K | ﹤0.01% | 3231 |
|