Aaron Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aaron Wealth Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.04M	Buy
2025 Q2	$928K	Buy
2025 Q1	$872K	Buy
2024 Q4	$784K	Buy
2024 Q3	$627K	Buy
2024 Q2	$558K	Buy
2024 Q1	$447K	Buy
2023 Q4	$219K	Buy
2022 Q2	–	Sell
2022 Q1	$2.33M	Buy