Westwood Holdings Group’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 | $558K | Sell |
36,940
-1,687
| -4% | -$25.5K | ﹤0.01% | 379 |
|
|
2025
Q1 | $597K | Hold |
38,627
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $560K | Sell |
38,627
-4,137
| -10% | -$59.9K | ﹤0.01% | 404 |
|
|
2024
Q3 | $540K | Sell |
42,764
-5,089
| -11% | -$64.3K | ﹤0.01% | 394 |
|
|
2024
Q2 | $642K | Buy |
47,853
+1
| +0% | +$13 | ﹤0.01% | 371 |
|
|
2024
Q1 | $563K | Buy |
47,852
+9
| +0% | +$106 | ﹤0.01% | 391 |
|
|
2023
Q4 | $463K | Sell |
47,843
-54,946
| -53% | -$532K | ﹤0.01% | 395 |
|
|
2023
Q3 | $1.01M | Hold |
102,789
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $884K | Buy |
102,789
+7,518
| +8% | +$64.7K | 0.01% | 352 |
|
|
2023
Q1 | $762K | Buy |
95,271
+90
| +0.1% | +$720 | 0.01% | 376 |
|
|
2022
Q4 | $763K | Sell |
95,181
-92
| -0.1% | -$738 | 0.01% | 377 |
|
|
2022
Q3 | $524K | Sell |
95,273
-23,452
| -20% | -$129K | 0.01% | 362 |
|
|
2022
Q2 | $701K | Sell |
118,725
-538
| -0.5% | -$3.18K | 0.01% | 369 |
|
|
2022
Q1 | $748K | Sell |
119,263
-2,449,807
| -95% | -$15.4M | 0.01% | 374 |
|
|
2021
Q4 | $17.4M | Buy |
2,569,070
+139,136
| +6% | +$945K | 0.16% | 161 |
|
|
2021
Q3 | $17M | Sell |
2,429,934
-204,971
| -8% | -$1.44M | 0.19% | 158 |
|
|
2021
Q2 | $18.2M | Buy |
+2,634,905
| New | +$18.2M | 0.18% | 151 |
|