UMB Bank’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 | $255K | Sell |
16,897
-8,383
| -33% | -$127K | ﹤0.01% | 539 |
|
|
2025
Q1 | $391K | Sell |
25,280
-2,612
| -9% | -$40.4K | 0.01% | 442 |
|
|
2024
Q4 | $404K | Sell |
27,892
-139
| -0.5% | -$2.01K | 0.01% | 429 |
|
|
2024
Q3 | $354K | Sell |
28,031
-305
| -1% | -$3.85K | 0.01% | 464 |
|
|
2024
Q2 | $380K | Sell |
28,336
-60
| -0.2% | -$805 | 0.01% | 435 |
|
|
2024
Q1 | $334K | Hold |
28,396
| – | – | 0.01% | 475 |
|
|
2023
Q4 | $275K | Sell |
28,396
-1,729
| -6% | -$16.7K | ﹤0.01% | 514 |
|
|
2023
Q3 | $297K | Buy |
30,125
+26,920
| +840% | +$265K | ﹤0.01% | 486 |
|
|
2023
Q2 | $27.6K | Hold |
3,205
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q1 | $25.6K | Buy |
3,205
+2,469
| +335% | +$19.8K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $6K | Sell |
736
-4,756
| -87% | -$38.8K | ﹤0.01% | 1409 |
|
|
2022
Q3 | $30K | Sell |
5,492
-718
| -12% | -$3.92K | ﹤0.01% | 992 |
|
|
2022
Q2 | $37K | Sell |
6,210
-1,563
| -20% | -$9.31K | ﹤0.01% | 993 |
|
|
2022
Q1 | $49K | Sell |
7,773
-1
| -0% | -$6 | ﹤0.01% | 976 |
|
|
2021
Q4 | $53K | Buy |
+7,774
| New | +$53K | ﹤0.01% | 978 |
|