Bell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8K | Buy |
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|
2025
Q1 | $4.25K | Buy |
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|
2024
Q4 | $2.42K | Hold |
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|
2024
Q3 | $2.11K | Hold |
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|
2024
Q2 | $2.24K | Hold |
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|
2024
Q1 | $1.97K | Buy |
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|
2023
Q4 | $543 | Sell |
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|
2023
Q3 | $1.17K | Buy |
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|
2023
Q2 | $542 | Hold |
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|
2023
Q1 | $504 | Sell |
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|
2022
Q4 | $2.37K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $6K | Buy |
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