Bell Investment Advisors’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 | $5.8K | Buy |
384
+109
| +40% | +$1.65K | ﹤0.01% | 919 |
|
|
2025
Q1 | $4.25K | Buy |
275
+108
| +65% | +$1.67K | ﹤0.01% | 989 |
|
|
2024
Q4 | $2.42K | Hold |
167
| – | – | ﹤0.01% | 1255 |
|
|
2024
Q3 | $2.11K | Hold |
167
| – | – | ﹤0.01% | 1332 |
|
|
2024
Q2 | $2.24K | Hold |
167
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q1 | $1.97K | Buy |
167
+111
| +198% | +$1.31K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $543 | Sell |
56
-63
| -53% | -$611 | ﹤0.01% | 1801 |
|
|
2023
Q3 | $1.17K | Buy |
119
+56
| +89% | +$552 | ﹤0.01% | 1505 |
|
|
2023
Q2 | $542 | Hold |
63
| – | – | ﹤0.01% | 1811 |
|
|
2023
Q1 | $504 | Sell |
63
-232
| -79% | -$1.86K | ﹤0.01% | 1824 |
|
|
2022
Q4 | $2.37K | Buy |
295
+63
| +27% | +$505 | ﹤0.01% | 1197 |
|
|
2022
Q3 | $1K | Hold |
232
| – | – | ﹤0.01% | 1570 |
|
|
2022
Q2 | $1K | Buy |
+232
| New | +$1K | ﹤0.01% | 1596 |
|
|
2021
Q4 | $11K | Buy |
1,562
+757
| +94% | +$5.33K | ﹤0.01% | 471 |
|
|
2021
Q3 | $6K | Buy |
+805
| New | +$6K | ﹤0.01% | 661 |
|