BSW Wealth Partners’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 | $270K | Sell |
17,843
-1,809
| -9% | -$27.3K | 0.04% | 260 |
|
|
2025
Q1 | $304K | Buy |
19,652
+837
| +4% | +$12.9K | 0.05% | 232 |
|
|
2024
Q4 | $273K | Buy |
18,815
+1,170
| +7% | +$17K | 0.04% | 246 |
|
|
2024
Q3 | $223K | Sell |
17,645
-3,204
| -15% | -$40.5K | 0.03% | 269 |
|
|
2024
Q2 | $280K | Buy |
20,849
+2,820
| +16% | +$37.8K | 0.05% | 219 |
|
|
2024
Q1 | $212K | Buy |
+18,029
| New | +$212K | 0.04% | 274 |
|
|
2021
Q4 | – | Sell |
-11,001
| Closed | -$77K | – | 270 |
|
|
2021
Q3 | $77K | Buy |
+11,001
| New | +$77K | 0.02% | 245 |
|
|
2018
Q4 | – | Sell |
-10,286
| Closed | -$83K | – | 136 |
|
|
2018
Q3 | $83K | Hold |
10,286
| – | – | 0.03% | 136 |
|
|
2018
Q2 | $80K | Buy |
+10,286
| New | +$80K | 0.03% | 90 |
|