Arax Advisory Partners’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 | $56.6K | Buy |
3,743
+2,997
| +402% | +$45.3K | ﹤0.01% | 1175 |
|
|
2025
Q1 | $11.5K | Buy |
+746
| New | +$11.5K | ﹤0.01% | 1519 |
|
|
2019
Q3 | – | Sell |
-5,539
| Closed | -$39K | – | 603 |
|
|
2019
Q2 | $39K | Buy |
+5,539
| New | +$39K | 0.01% | 353 |
|
|
2018
Q4 | $37K | Sell |
5,638
-501
| -8% | -$3.29K | 0.01% | 305 |
|
|
2018
Q3 | $49K | Sell |
6,139
-12,860
| -68% | -$103K | 0.02% | 291 |
|
|
2018
Q2 | $147K | Buy |
18,999
+3,871
| +26% | +$30K | 0.06% | 121 |
|
|
2018
Q1 | $128K | Sell |
15,128
-1,274
| -8% | -$10.8K | 0.07% | 116 |
|
|
2017
Q4 | $142K | Buy |
16,402
+389
| +2% | +$3.37K | 0.06% | 124 |
|
|
2017
Q3 | $123K | Buy |
16,013
+436
| +3% | +$3.35K | 0.06% | 129 |
|
|
2017
Q2 | $122K | Buy |
15,577
+8,017
| +106% | +$62.8K | 0.06% | 137 |
|
|
2017
Q1 | $54K | Buy |
7,560
+3,475
| +85% | +$24.8K | 0.03% | 194 |
|
|
2016
Q4 | $31K | Buy |
+4,085
| New | +$31K | 0.02% | 218 |
|