Avantax Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
|
|||||
|
2025
Q1 | $502K | Buy |
|
|||||
|
2024
Q4 | $384K | Buy |
|
|||||
|
2024
Q3 | $257K | Buy |
|
|||||
|
2024
Q2 | $257K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $115K | Buy |
|
|||||
|
2023
Q2 | $98.9K | Sell |
|
|||||
|
2023
Q1 | $92.8K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $238K | Buy |
|
|||||
|
2021
Q4 | $214K | Buy |
|