Advisor Partners II’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2.78M Buy
282,579
+47,347
+20% +$466K 0.11% 188
2023
Q2
$2.02M Buy
235,232
+14,278
+6% +$123K 0.09% 212
2023
Q1
$1.77M Buy
220,954
+18,835
+9% +$151K 0.1% 221
2022
Q4
$1.62M Buy
202,119
+10,858
+6% +$87.1K 0.1% 226
2022
Q3
$1.05M Buy
+191,261
New +$1.05M 0.08% 260