West Family Investments’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 | $363K | Buy |
24,011
+8,681
| +57% | +$131K | 0.09% | 227 |
|
|
2025
Q1 | $237K | Sell |
15,330
-11,575
| -43% | -$179K | 0.09% | 212 |
|
|
2024
Q4 | $390K | Hold |
26,905
| – | – | 0.14% | 152 |
|
|
2024
Q3 | $340K | Buy |
26,905
+1,220
| +5% | +$15.4K | 0.12% | 179 |
|
|
2024
Q2 | $344K | Buy |
25,685
+4,470
| +21% | +$59.9K | 0.1% | 158 |
|
|
2024
Q1 | $250K | Buy |
21,215
+715
| +3% | +$8.42K | 0.08% | 209 |
|
|
2023
Q4 | $198K | Buy |
20,500
+2,985
| +17% | +$28.9K | 0.07% | 224 |
|
|
2023
Q3 | $173K | Buy |
17,515
+910
| +5% | +$8.96K | 0.06% | 214 |
|
|
2023
Q2 | $143K | Sell |
16,605
-1,540
| -8% | -$13.2K | 0.06% | 224 |
|
|
2023
Q1 | $145K | Sell |
18,145
-2,675
| -13% | -$21.4K | 0.06% | 184 |
|
|
2022
Q4 | $167K | Sell |
20,820
-85,390
| -80% | -$685K | 0.06% | 219 |
|
|
2022
Q3 | $584K | Buy |
106,210
+55,900
| +111% | +$307K | 0.24% | 85 |
|
|
2022
Q2 | $297K | Sell |
50,310
-70,690
| -58% | -$417K | 0.12% | 159 |
|
|
2022
Q1 | $759K | Buy |
121,000
+510
| +0.4% | +$3.2K | 0.22% | 75 |
|
|
2021
Q4 | $818K | Sell |
120,490
-23,960
| -17% | -$163K | 0.22% | 81 |
|
|
2021
Q3 | $1.01M | Buy |
144,450
+118,045
| +447% | +$828K | 0.26% | 63 |
|
|
2021
Q2 | $182K | Buy |
+26,405
| New | +$182K | 0.05% | 325 |
|