BSW Wealth Partners’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 | $257K | Sell |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $77K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $80K | Buy |
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