Allworth 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 | $41.6K | Buy |
2,753
+955
| +53% | +$14.4K | ﹤0.01% | 2056 |
|
|
2025
Q1 | $24.8K | Buy |
1,798
+201
| +13% | +$2.77K | ﹤0.01% | 1941 |
|
|
2024
Q4 | $23.2K | Buy |
1,597
+395
| +33% | +$5.73K | ﹤0.01% | 1998 |
|
|
2024
Q3 | $15.2K | Sell |
1,202
-275
| -19% | -$3.47K | ﹤0.01% | 2072 |
|
|
2024
Q2 | $20.6K | Buy |
1,477
+143
| +11% | +$1.99K | ﹤0.01% | 1863 |
|
|
2024
Q1 | $15.7K | Buy |
1,334
+349
| +35% | +$4.11K | ﹤0.01% | 1907 |
|
|
2023
Q4 | $9.54K | Buy |
985
+101
| +11% | +$978 | ﹤0.01% | 1996 |
|
|
2023
Q3 | $8.71K | Buy |
884
+134
| +18% | +$1.32K | ﹤0.01% | 1894 |
|
|
2023
Q2 | $6.45K | Sell |
750
-148
| -16% | -$1.27K | ﹤0.01% | 2007 |
|
|
2023
Q1 | $7.18K | Buy |
898
+148
| +20% | +$1.18K | ﹤0.01% | 1902 |
|
|
2022
Q4 | $6.02K | Sell |
750
-580
| -44% | -$4.65K | ﹤0.01% | 1832 |
|
|
2022
Q3 | $7K | Sell |
1,330
-15
| -1% | -$79 | ﹤0.01% | 1789 |
|
|
2022
Q2 | $8K | Buy |
+1,345
| New | +$8K | ﹤0.01% | 1646 |
|
|
2018
Q4 | – | Sell |
-736
| Closed | -$6K | – | 936 |
|
|
2018
Q3 | $6K | Hold |
736
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $6K | Buy |
+736
| New | +$6K | ﹤0.01% | 605 |
|