Atria Wealth Solutions’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
Q1
Sell
-13,710
Closed -$199K 2040
2024
Q4
$199K Buy
+13,710
New +$199K ﹤0.01% 1808