Bailard’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 | $427K | Buy |
28,246
+842
| +3% | +$12.7K | 0.01% | 528 |
|
|
2025
Q1 | $424K | Buy |
27,404
+1,701
| +7% | +$26.3K | 0.01% | 498 |
|
|
2024
Q4 | $372K | Buy |
+25,703
| New | +$372K | 0.01% | 519 |
|
|
2024
Q2 | – | Sell |
-95,000
| Closed | -$5.59M | – | 806 |
|
|
2024
Q1 | $5.59M | Buy |
+95,000
| New | +$5.59M | 0.15% | 133 |
|