Capital Wealth Planning’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 | $9.03M | Buy |
597,575
+325,767
| +120% | +$4.92M | 0.07% | 42 |
|
|
2025
Q1 | $4.2M | Buy |
271,808
+118,336
| +77% | +$1.83M | 0.04% | 56 |
|
|
2024
Q4 | $2.22M | Buy |
153,472
+40,131
| +35% | +$581K | 0.02% | 66 |
|
|
2024
Q3 | $1.43M | Sell |
113,341
-207,126
| -65% | -$2.62M | 0.01% | 84 |
|
|
2024
Q2 | $4.3M | Buy |
320,467
+84,901
| +36% | +$1.14M | 0.05% | 40 |
|
|
2024
Q1 | $2.77M | Buy |
235,566
+118,235
| +101% | +$1.39M | 0.03% | 52 |
|
|
2023
Q4 | $1.14M | Buy |
+117,331
| New | +$1.14M | 0.01% | 77 |
|