Cape Investment Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cape Investment Advisory’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$43.2K	Buy
2025 Q1	$11.9K	Sell
2024 Q4	$14.3K	Hold
2024 Q3	$12.5K	Hold
2024 Q2	$13.3K	Hold
2024 Q1	$11.7K	Buy
2023 Q4	$6.62K	Hold
2023 Q3	$6.74K	Hold
2023 Q2	$5.88K	Buy
2023 Q1	$4.1K	Buy