Advisornet Financial’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 | $499 | Hold |
33
| – | – | ﹤0.01% | 2032 |
|
|
2025
Q1 | $510 | Hold |
33
| – | – | ﹤0.01% | 1945 |
|
|
2024
Q4 | $478 | Hold |
33
| – | – | ﹤0.01% | 1768 |
|
|
2024
Q3 | $417 | Hold |
33
| – | – | ﹤0.01% | 2027 |
|
|
2024
Q2 | $443 | Hold |
33
| – | – | ﹤0.01% | 1941 |
|
|
2024
Q1 | $388 | Hold |
33
| – | – | ﹤0.01% | 1910 |
|
|
2023
Q4 | $319 | Buy |
+33
| New | +$319 | ﹤0.01% | 2211 |
|
|
2022
Q2 | – | Sell |
-1,370
| Closed | -$9K | – | 2113 |
|
|
2022
Q1 | $9K | Sell |
1,370
-157
| -10% | -$1.03K | ﹤0.01% | 1469 |
|
|
2021
Q4 | $10K | Sell |
1,527
-1,345
| -47% | -$8.81K | ﹤0.01% | 1484 |
|
|
2021
Q3 | $20K | Hold |
2,872
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q2 | $20K | Hold |
2,872
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q1 | $21K | Hold |
2,872
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q4 | $18K | Buy |
2,872
+235
| +9% | +$1.47K | ﹤0.01% | 1152 |
|
|
2020
Q3 | $15K | Buy |
+2,637
| New | +$15K | ﹤0.01% | 1162 |
|
|
2019
Q4 | – | Sell |
-1,732
| Closed | -$12K | – | 1971 |
|
|
2019
Q3 | $12K | Hold |
1,732
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q2 | $12K | Hold |
1,732
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q1 | $12K | Buy |
+1,732
| New | +$12K | ﹤0.01% | 1133 |
|
|
2018
Q4 | – | Sell |
-1,781
| Closed | -$14K | – | 1572 |
|
|
2018
Q3 | $14K | Sell |
1,781
-151
| -8% | -$1.19K | ﹤0.01% | 1043 |
|
|
2018
Q2 | $15K | Sell |
1,932
-35
| -2% | -$272 | ﹤0.01% | 1022 |
|
|
2018
Q1 | $17K | Hold |
1,967
| – | – | ﹤0.01% | 959 |
|
|
2017
Q4 | $17K | Buy |
+1,967
| New | +$17K | ﹤0.01% | 898 |
|