Center for Financial 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	$4.88K	Hold	323	–	–	﹤0.01%	518
2025 Q1	$4.99K	Hold	323	–	–	﹤0.01%	529
2024 Q4	$4.68K	Buy	+323	New	+$4.68K	﹤0.01%	486