Alera Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Alera Investment Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$168K	Sell
2024 Q2	$226K	Buy
2022 Q4	–	Sell
2022 Q3	$59K	Buy
2022 Q2	$60K	Buy
2019 Q2	–	Sell
2019 Q1	$17K	Buy
2018 Q4	$10K	Buy