Center for Financial Planning’s Sumitomo Mitsui Financial SMFG Stock Holding History

Center for Financial Planning’s Portfolio SMFG Stock Details SMFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$6.24K	Hold
2025 Q3	$5.41K	Hold
2025 Q2	$4.88K	Hold
2025 Q1	$4.99K	Hold
2024 Q4	$4.68K	Buy