Beverly Hills Private Wealth’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
Q3 | $306K | Buy |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $185K | Sell |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $176K | Buy |
|