Beverly Hills Private Wealth’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 | $212K | Sell |
14,026
-510
| -4% | -$7.71K | 0.04% | 316 |
|
|
2025
Q1 | $225K | Buy |
14,536
+290
| +2% | +$4.48K | 0.04% | 320 |
|
|
2024
Q4 | $206K | Sell |
14,246
-386
| -3% | -$5.59K | 0.04% | 318 |
|
|
2024
Q3 | $185K | Sell |
14,632
-3,845
| -21% | -$48.6K | 0.04% | 324 |
|
|
2024
Q2 | $248K | Buy |
18,477
+108
| +0.6% | +$1.45K | 0.05% | 301 |
|
|
2024
Q1 | $216K | Buy |
18,369
+867
| +5% | +$10.2K | 0.05% | 332 |
|
|
2023
Q4 | $169K | Sell |
17,502
-36,893
| -68% | -$357K | 0.04% | 326 |
|
|
2023
Q3 | $536K | Sell |
54,395
-56,005
| -51% | -$552K | 0.16% | 139 |
|
|
2023
Q2 | $1.01M | Buy |
110,400
+59,843
| +118% | +$548K | 0.17% | 135 |
|
|
2023
Q1 | $404K | Buy |
50,557
+28,596
| +130% | +$229K | 0.13% | 181 |
|
|
2022
Q4 | $176K | Buy |
+21,961
| New | +$176K | 0.08% | 217 |
|