AdvisorShares Investments’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 | $1.02M | Buy |
67,819
+10,572
| +18% | +$160K | 0.18% | 71 |
|
|
2025
Q1 | $863K | Buy |
57,247
+16,850
| +42% | +$254K | 0.17% | 67 |
|
|
2024
Q4 | $585K | Sell |
40,397
-5,940
| -13% | -$86.1K | 0.11% | 83 |
|
|
2024
Q3 | $585K | Sell |
46,337
-2,967
| -6% | -$37.5K | 0.11% | 79 |
|
|
2024
Q2 | $663K | Sell |
49,304
-1,184
| -2% | -$15.9K | 0.12% | 72 |
|
|
2024
Q1 | $594K | Sell |
50,488
-812
| -2% | -$9.56K | 0.1% | 91 |
|
|
2023
Q4 | $497K | Buy |
+51,300
| New | +$497K | 0.12% | 105 |
|