Callan Capital’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
Q1 | $718K | Hold |
46,429
| – | – | 0.05% | 158 |
|
|
2024
Q4 | $673K | Sell |
46,429
-4,602
| -9% | -$66.7K | 0.05% | 140 |
|
|
2024
Q3 | $645K | Buy |
51,031
+14,885
| +41% | +$188K | 0.05% | 148 |
|
|
2024
Q2 | $485K | Buy |
36,146
+7,264
| +25% | +$97.4K | 0.04% | 166 |
|
|
2024
Q1 | $340K | Buy |
28,882
+14,642
| +103% | +$172K | 0.03% | 188 |
|
|
2023
Q4 | $138K | Buy |
+14,240
| New | +$138K | 0.01% | 221 |
|