UBS Group’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 | $12.5M | Sell |
635,267
-95,988
| -13% | -$2.02M | ﹤0.01% | 3110 |
|
|
2025
Q4 | $14.1M | Buy |
731,255
+359,394
| +97% | +$6.23M | ﹤0.01% | 2935 |
|
|
2025
Q3 | $6.22M | Sell |
371,861
-91,641
| -20% | -$1.47M | ﹤0.01% | 3813 |
|
|
2025
Q2 | $7M | Sell |
463,502
-433,419
| -48% | -$6.23M | ﹤0.01% | 3508 |
|
|
2025
Q1 | $13.9M | Buy |
896,921
+230,787
| +35% | +$3.51M | ﹤0.01% | 2717 |
|
|
2024
Q4 | $9.65M | Buy |
666,134
+135,348
| +25% | +$1.86M | ﹤0.01% | 3091 |
|
|
2024
Q3 | $6.7M | Buy |
530,786
+173,212
| +48% | +$2.29M | ﹤0.01% | 2764 |
|
|
2024
Q2 | $4.8M | Buy |
357,574
+25,779
| +8% | +$312K | ﹤0.01% | 2909 |
|
|
2024
Q1 | $3.91M | Sell |
331,795
-11,666
| -3% | -$125K | ﹤0.01% | 3238 |
|
|
2023
Q4 | $3.32M | Sell |
343,461
-982
| -0.3% | -$9.52K | ﹤0.01% | 3226 |
|
|
2023
Q3 | $3.39M | Sell |
344,443
-7,770
| -2% | -$71.9K | ﹤0.01% | 2941 |
|
|
2023
Q2 | $3.03M | Sell |
352,213
-464,643
| -57% | -$3.84M | ﹤0.01% | 3096 |
|
|
2023
Q1 | $6.53M | Buy |
816,856
+779,119
| +2,065% | +$6.59M | ﹤0.01% | 2264 |
|
|
2022
Q4 | $303K | Buy |
37,737
+1,804
| +5% | +$11.5K | ﹤0.01% | 5120 |
|
|
2022
Q3 | $198K | Buy |
35,933
+10,967
| +44% | +$66.1K | ﹤0.01% | 5088 |
|
|
2022
Q2 | $147K | Sell |
24,966
-336,499
| -93% | -$2.03M | ﹤0.01% | 5136 |
|
|
2022
Q1 | $2.27M | Buy |
361,465
+36,589
| +11% | +$261K | ﹤0.01% | 3313 |
|
|
2021
Q4 | $2.21M | Sell |
324,876
-30,247
| -9% | -$205K | ﹤0.01% | 3646 |
|
|
2021
Q3 | $2.49M | Buy |
355,123
+11,943
| +3% | +$83.1K | ﹤0.01% | 3389 |
|
|
2021
Q2 | $2.37M | Sell |
343,180
-1,200
| -0.3% | -$8.6K | ﹤0.01% | 3431 |
|
|
2021
Q1 | $2.5M | Buy |
344,380
+7,258
| +2% | +$50.6K | ﹤0.01% | 3336 |
|
|
2020
Q4 | $2.08M | Sell |
337,122
-21,543
| -6% | -$126K | ﹤0.01% | 3375 |
|
|
2020
Q3 | $2M | Sell |
358,665
-64,653
| -15% | -$371K | ﹤0.01% | 3037 |
|
|
2020
Q2 | $2.38M | Sell |
423,318
-9,950
| -2% | -$53.7K | ﹤0.01% | 2712 |
|
|
2020
Q1 | $2.08M | Sell |
433,268
-16,299
| -4% | -$105K | ﹤0.01% | 2726 |
|
|
2019
Q4 | $3.33M | Sell |
449,567
-8,646
| -2% | -$62.2K | ﹤0.01% | 3020 |
|
|
2019
Q3 | $3.13M | Sell |
458,213
-11,253
| -2% | -$76.9K | ﹤0.01% | 2844 |
|
|
2019
Q2 | $3.31M | Sell |
469,466
-15,164
| -3% | -$107K | ﹤0.01% | 2688 |
|
|
2019
Q1 | $3.41M | Buy |
484,630
+84,419
| +21% | +$604K | ﹤0.01% | 2522 |
|
|
2018
Q4 | $2.61M | Sell |
400,211
-119,045
| -23% | -$889K | ﹤0.01% | 2767 |
|
|
2018
Q3 | $4.17M | Sell |
519,256
-34,562
| -6% | -$273K | ﹤0.01% | 2510 |
|
|
2018
Q2 | $4.3M | Buy |
553,818
+2,065
| +0.4% | +$17.2K | ﹤0.01% | 2468 |
|
|
2018
Q1 | $4.69M | Buy |
551,753
+61,002
| +12% | +$545K | ﹤0.01% | 2375 |
|
|
2017
Q4 | $4.26M | Buy |
490,751
+53,076
| +12% | +$430K | ﹤0.01% | 2513 |
|
|
2017
Q3 | $3.37M | Buy |
437,675
+26,081
| +6% | +$199K | ﹤0.01% | 2588 |
|
|
2017
Q2 | $3.23M | Sell |
411,594
-31,182
| -7% | -$232K | ﹤0.01% | 2541 |
|
|
2017
Q1 | $3.21M | Buy |
442,776
+37,424
| +9% | +$291K | ﹤0.01% | 2480 |
|
|
2016
Q4 | $3.1M | Buy |
405,352
+18,238
| +5% | +$132K | ﹤0.01% | 2520 |
|
|
2016
Q3 | $2.61M | Sell |
387,114
-28,876
| -7% | -$187K | ﹤0.01% | 2602 |
|
|
2016
Q2 | $2.38M | Sell |
415,990
-22,972
| -5% | -$140K | ﹤0.01% | 2626 |
|
|
2016
Q1 | $2.64M | Buy |
438,962
+113,759
| +35% | +$709K | ﹤0.01% | 2421 |
|
|
2015
Q4 | $2.47M | Sell |
325,203
-73,308
| -18% | -$577K | ﹤0.01% | 2606 |
|
|
2015
Q3 | $3.04M | Sell |
398,511
-16,520
| -4% | -$139K | ﹤0.01% | 2366 |
|
|
2015
Q2 | $3.69M | Buy |
415,031
+381,579
| +1,141% | +$3.31M | ﹤0.01% | 2383 |
|
|
2015
Q1 | $259K | Sell |
33,452
-32,500
| -49% | -$243K | ﹤0.01% | 4674 |
|
|
2014
Q4 | $480K | Buy |
+65,952
| New | +$500K | ﹤0.01% | 4242 |
|
Other funds holding SMFG
CCMG
