Bruce G. Allen Investments’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 | $134K | Buy |
8,896
+185
| +2% | +$2.8K | 0.1% | 117 |
|
|
2025
Q1 | $135K | Buy |
8,711
+3,266
| +60% | +$50.5K | 0.11% | 110 |
|
|
2024
Q4 | $78.9K | Buy |
5,445
+1,239
| +29% | +$18K | 0.06% | 177 |
|
|
2024
Q3 | $53.1K | Buy |
4,206
+566
| +16% | +$7.15K | 0.04% | 253 |
|
|
2024
Q2 | $48.8K | Buy |
3,640
+200
| +6% | +$2.68K | 0.04% | 241 |
|
|
2024
Q1 | $40.5K | Sell |
3,440
-3
| -0.1% | -$35 | 0.03% | 283 |
|
|
2023
Q4 | $33.3K | Buy |
+3,443
| New | +$33.3K | 0.03% | 300 |
|