Avantax Advisory Services’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 | $719K | Buy |
47,606
+15,107
| +46% | +$228K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $502K | Buy |
32,499
+6,005
| +23% | +$92.8K | ﹤0.01% | 1497 |
|
|
2024
Q4 | $384K | Buy |
26,494
+6,182
| +30% | +$89.6K | ﹤0.01% | 1621 |
|
|
2024
Q3 | $257K | Buy |
20,312
+1,183
| +6% | +$14.9K | ﹤0.01% | 1866 |
|
|
2024
Q2 | $257K | Buy |
+19,129
| New | +$257K | ﹤0.01% | 1802 |
|
|
2023
Q4 | – | Sell |
-11,647
| Closed | -$115K | – | 1663 |
|
|
2023
Q3 | $115K | Buy |
11,647
+144
| +1% | +$1.42K | ﹤0.01% | 1483 |
|
|
2023
Q2 | $98.9K | Sell |
11,503
-102
| -0.9% | -$877 | ﹤0.01% | 1447 |
|
|
2023
Q1 | $92.8K | Buy |
+11,605
| New | +$92.8K | ﹤0.01% | 1426 |
|
|
2022
Q2 | – | Sell |
-37,721
| Closed | -$238K | – | 1384 |
|
|
2022
Q1 | $238K | Buy |
37,721
+6,245
| +20% | +$39.4K | ﹤0.01% | 1114 |
|
|
2021
Q4 | $214K | Buy |
+31,476
| New | +$214K | ﹤0.01% | 1147 |
|