Abound Wealth Management’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 | $680 | Sell |
45
-11
| -20% | -$166 | ﹤0.01% | 834 |
|
|
2025
Q1 | $866 | Sell |
56
-36
| -39% | -$557 | ﹤0.01% | 769 |
|
|
2024
Q4 | $1.33K | Hold |
92
| – | – | ﹤0.01% | 709 |
|
|
2024
Q3 | $1.16K | Sell |
92
-26
| -22% | -$328 | ﹤0.01% | 766 |
|
|
2024
Q2 | $1.58K | Hold |
118
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $1.39K | Hold |
118
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $1.14K | Hold |
118
| – | – | ﹤0.01% | 749 |
|
|
2023
Q3 | $1.16K | Hold |
118
| – | – | ﹤0.01% | 702 |
|
|
2023
Q2 | $1.02K | Buy |
+118
| New | +$1.02K | ﹤0.01% | 734 |
|