Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | $102K | Buy |
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|
2023
Q2 | $87.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $60K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $102K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $132K | Buy |
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|
2015
Q3 | $113K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $97K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $106K | Buy |
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