Canopy 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 | $190K | Sell |
12,558
-58
| -0.5% | -$876 | 0.07% | 210 |
|
|
2025
Q1 | $195K | Buy |
12,616
+141
| +1% | +$2.18K | 0.08% | 199 |
|
|
2024
Q4 | $181K | Buy |
12,475
+10
| +0.1% | +$145 | 0.07% | 192 |
|
|
2024
Q3 | $157K | Sell |
12,465
-200
| -2% | -$2.53K | 0.07% | 193 |
|
|
2024
Q2 | $170K | Buy |
12,665
+435
| +4% | +$5.83K | 0.08% | 182 |
|
|
2024
Q1 | $144K | Buy |
+12,230
| New | +$144K | 0.07% | 183 |
|