Westwood Holdings Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $549K | Sell |
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|
2025
Q2 | $558K | Sell |
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|
2025
Q1 | $597K | Hold |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $884K | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $763K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $17.4M | Buy |
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|
2021
Q3 | $17M | Sell |
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|
2021
Q2 | $18.2M | Buy |
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