Apollon Wealth Management’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 | $209K | Buy |
13,807
+651
| +5% | +$9.84K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $203K | Sell |
13,156
-3,119
| -19% | -$48.2K | ﹤0.01% | 1096 |
|
|
2024
Q4 | $236K | Buy |
16,275
+1,015
| +7% | +$14.7K | 0.01% | 1037 |
|
|
2024
Q3 | $193K | Sell |
15,260
-614
| -4% | -$7.76K | 0.01% | 1073 |
|
|
2024
Q2 | $213K | Buy |
15,874
+980
| +7% | +$13.1K | 0.01% | 1002 |
|
|
2024
Q1 | $175K | Buy |
14,894
+75
| +0.5% | +$883 | 0.01% | 1045 |
|
|
2023
Q4 | $143K | Buy |
+14,819
| New | +$143K | 0.01% | 1022 |
|