Addison Advisors’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
$28.3K Hold
1,876
0.01% 489
2025
Q1
$29K Hold
1,876
0.01% 449
2024
Q4
$27.2K Hold
1,876
0.01% 463
2024
Q3
$23.7K Sell
1,876
-1
-0.1% -$13 0.01% 488
2024
Q2
$25.2K Buy
+1,877
New +$25.2K 0.01% 457