Bogart Wealth LLC’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 | $484 | Hold |
32
| – | – | ﹤0.01% | 1355 |
|
|
2025
Q1 | $495 | Buy |
+32
| New | +$495 | ﹤0.01% | 1274 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$2K | – | 988 |
|
|
2022
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 696 |
|
|
2021
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 668 |
|
|
2021
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 645 |
|
|
2021
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 612 |
|
|
2021
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 568 |
|
|
2020
Q4 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 443 |
|