Vestmark Advisory Solutions’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 | $1.72M | Buy |
87,247
+16,238
| +23% | +$341K | 0.02% | 684 |
|
|
2025
Q4 | $1.37M | Buy |
71,009
+57,680
| +433% | +$1,000K | 0.02% | 700 |
|
|
2025
Q3 | $223K | Sell |
13,329
-2,695
| -17% | -$43.2K | ﹤0.01% | 857 |
|
|
2025
Q2 | $242K | Buy |
+16,024
| New | +$230K | ﹤0.01% | 730 |
|
|
2023
Q3 | – | Sell |
-14,833
| Closed | -$128K | – | 803 |
|
|
2023
Q2 | $128K | Sell |
14,833
-633
| -4% | -$5.23K | ﹤0.01% | 866 |
|
|
2023
Q1 | $124K | Sell |
15,466
-8,957
| -37% | -$75.8K | 0.01% | 845 |
|
|
2022
Q4 | $196K | Buy |
24,423
+562
| +2% | +$3.58K | 0.01% | 811 |
|
|
2022
Q3 | $131K | Sell |
23,861
-6,513
| -21% | -$39.3K | 0.01% | 801 |
|
|
2022
Q2 | $179K | Sell |
30,374
-10,244
| -25% | -$61.9K | 0.01% | 821 |
|
|
2022
Q1 | $255K | Buy |
40,618
+34
| +0.1% | +$242 | 0.01% | 770 |
|
|
2021
Q4 | $276K | Sell |
40,584
-13,388
| -25% | -$90.7K | 0.02% | 739 |
|
|
2021
Q3 | $378K | Buy |
53,972
+2,495
| +5% | +$17.4K | 0.03% | 587 |
|
|
2021
Q2 | $355K | Buy |
51,477
+645
| +1% | +$4.63K | 0.03% | 573 |
|
|
2021
Q1 | $369K | Sell |
50,832
-1,151
| -2% | -$8.02K | 0.03% | 536 |
|
|
2020
Q4 | $321K | Buy |
51,983
+3,082
| +6% | +$18.1K | 0.04% | 454 |
|
|
2020
Q3 | $273K | Buy |
48,901
+396
| +0.8% | +$2.27K | 0.04% | 455 |
|
|
2020
Q2 | $273K | Buy |
48,505
+16,731
| +53% | +$90.4K | 0.04% | 426 |
|
|
2020
Q1 | $152K | Sell |
31,774
-12,850
| -29% | -$82.8K | 0.03% | 458 |
|
|
2019
Q4 | $331K | Buy |
44,624
+600
| +1% | +$4.32K | 0.07% | 224 |
|
|
2019
Q3 | $301K | Sell |
44,024
-29,729
| -40% | -$203K | 0.05% | 408 |
|
|
2019
Q2 | $521K | Buy |
73,753
+153
| +0.2% | +$1.08K | 0.09% | 274 |
|
|
2019
Q1 | $517K | Buy |
+73,600
| New | +$526K | 0.09% | 270 |
|
Other funds holding SMFG
CCMG
