Valeo Financial Advisors’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 | $311K | Buy |
20,582
+483
| +2% | +$7.3K | 0.01% | 564 |
|
|
2025
Q1 | $311K | Buy |
20,099
+4,140
| +26% | +$64K | 0.01% | 523 |
|
|
2024
Q4 | $231K | Buy |
15,959
+13
| +0.1% | +$188 | 0.01% | 615 |
|
|
2024
Q3 | $201K | Buy |
15,946
+736
| +5% | +$9.3K | 0.01% | 653 |
|
|
2024
Q2 | $204K | Buy |
15,210
+89
| +0.6% | +$1.19K | 0.01% | 608 |
|
|
2024
Q1 | $172K | Hold |
15,121
| – | – | 0.01% | 613 |
|
|
2023
Q4 | $146K | Sell |
15,121
-1,992
| -12% | -$19.3K | 0.01% | 603 |
|
|
2023
Q3 | $169K | Sell |
17,113
-1,423
| -8% | -$14K | 0.01% | 575 |
|
|
2023
Q2 | $159K | Buy |
18,536
+1,533
| +9% | +$13.2K | 0.01% | 554 |
|
|
2023
Q1 | $136K | Buy |
17,003
+4,899
| +40% | +$39.2K | 0.01% | 567 |
|
|
2022
Q4 | $97.1K | Buy |
+12,104
| New | +$97.1K | 0.01% | 508 |
|
|
2021
Q2 | – | Sell |
-2,422
| Closed | -$18K | – | 1516 |
|
|
2021
Q1 | $18K | Buy |
2,422
+1,601
| +195% | +$11.9K | ﹤0.01% | 1139 |
|
|
2020
Q4 | $5K | Sell |
821
-388
| -32% | -$2.36K | ﹤0.01% | 1351 |
|
|
2020
Q3 | $7K | Sell |
1,209
-925
| -43% | -$5.36K | ﹤0.01% | 1135 |
|
|
2020
Q2 | $12K | Buy |
2,134
+102
| +5% | +$574 | ﹤0.01% | 1167 |
|
|
2020
Q1 | $10K | Hold |
2,032
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q4 | $15K | Buy |
2,032
+925
| +84% | +$6.83K | ﹤0.01% | 975 |
|
|
2019
Q3 | $8K | Sell |
1,107
-328
| -23% | -$2.37K | ﹤0.01% | 1081 |
|
|
2019
Q2 | $10K | Buy |
1,435
+698
| +95% | +$4.86K | ﹤0.01% | 1025 |
|
|
2019
Q1 | $5K | Buy |
737
+9
| +1% | +$61 | ﹤0.01% | 1187 |
|
|
2018
Q4 | $5K | Sell |
728
-964
| -57% | -$6.62K | ﹤0.01% | 1088 |
|
|
2018
Q3 | $13K | Buy |
1,692
+590
| +54% | +$4.53K | ﹤0.01% | 886 |
|
|
2018
Q2 | $9K | Sell |
1,102
-68
| -6% | -$555 | ﹤0.01% | 970 |
|
|
2018
Q1 | $10K | Buy |
1,170
+319
| +37% | +$2.73K | ﹤0.01% | 923 |
|
|
2017
Q4 | $7K | Buy |
851
+456
| +115% | +$3.75K | ﹤0.01% | 927 |
|
|
2017
Q3 | $3K | Buy |
+395
| New | +$3K | ﹤0.01% | 965 |
|