Beacon Pointe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $585K | Buy |
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|
2025
Q4 | $202K | Buy |
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|
2025
Q3 | $169K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $99.3K | Sell |
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|
2023
Q1 | $95K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $57K | Sell |
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|
2022
Q2 | $81K | Sell |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | $90K | Buy |
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