Allworth Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6K | Buy |
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|
2025
Q1 | $24.8K | Buy |
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|
2024
Q4 | $23.2K | Buy |
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|
2024
Q3 | $15.2K | Sell |
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|
2024
Q2 | $20.6K | Buy |
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|
2024
Q1 | $15.7K | Buy |
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|
2023
Q4 | $9.54K | Buy |
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|
2023
Q3 | $8.71K | Buy |
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|
2023
Q2 | $6.45K | Sell |
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|
2023
Q1 | $7.18K | Buy |
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|
2022
Q4 | $6.01K | Sell |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Buy |
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