Cape Investment Advisory’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 | $43.2K | Buy |
2,858
+2,087
| +271% | +$31.5K | 0.02% | 392 |
|
|
2025
Q1 | $11.9K | Sell |
771
-219
| -22% | -$3.39K | ﹤0.01% | 571 |
|
|
2024
Q4 | $14.3K | Hold |
990
| – | – | 0.01% | 527 |
|
|
2024
Q3 | $12.5K | Hold |
990
| – | – | 0.01% | 529 |
|
|
2024
Q2 | $13.3K | Hold |
990
| – | – | 0.01% | 478 |
|
|
2024
Q1 | $11.7K | Buy |
990
+306
| +45% | +$3.6K | 0.01% | 522 |
|
|
2023
Q4 | $6.62K | Hold |
684
| – | – | ﹤0.01% | 735 |
|
|
2023
Q3 | $6.74K | Hold |
684
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $5.88K | Buy |
684
+172
| +34% | +$1.48K | ﹤0.01% | 632 |
|
|
2023
Q1 | $4.1K | Buy |
+512
| New | +$4.1K | ﹤0.01% | 716 |
|