Avior 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
Q1 | – | Sell |
-994
| Closed | -$14.4K | – | 2074 |
|
|
2024
Q4 | $14.4K | Sell |
994
-66
| -6% | -$956 | ﹤0.01% | 1506 |
|
|
2024
Q3 | $13.4K | Buy |
1,060
+10
| +1% | +$126 | ﹤0.01% | 1463 |
|
|
2024
Q2 | $14.1K | Sell |
1,050
-1,830
| -64% | -$24.5K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $33.9K | Buy |
2,880
+2,539
| +745% | +$29.9K | ﹤0.01% | 1383 |
|
|
2023
Q4 | $3.3K | Hold |
341
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q3 | $3.36K | Hold |
341
| – | – | ﹤0.01% | 1305 |
|
|
2023
Q2 | $2.93K | Buy |
341
+79
| +30% | +$679 | ﹤0.01% | 1306 |
|
|
2023
Q1 | $2.1K | Buy |
+262
| New | +$2.1K | ﹤0.01% | 1387 |
|
|
2019
Q1 | – | Sell |
-984
| Closed | -$6K | – | 711 |
|
|
2018
Q4 | $6K | Buy |
+984
| New | +$6K | ﹤0.01% | 608 |
|