Beacon Pointe Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Beacon Pointe Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$169K	Buy
2023 Q4	–	Sell
2023 Q3	$105K	Sell
2023 Q2	$99.3K	Sell
2023 Q1	$95K	Buy
2022 Q4	–	Sell
2022 Q3	$57K	Sell
2022 Q2	$81K	Sell
2022 Q1	$88K	Buy
2021 Q4	$90K	Buy