Cetera Advisor Networks’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $676K | Buy |
57,476
+23,824
| +71% | +$280K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $326K | Buy |
33,652
+14,628
| +77% | +$142K | ﹤0.01% | 2186 |
|
|
2023
Q3 | $187K | Buy |
19,024
+1,043
| +6% | +$10.3K | ﹤0.01% | 2453 |
|
|
2023
Q2 | $155K | Buy |
17,981
+432
| +2% | +$3.72K | ﹤0.01% | 2401 |
|
|
2023
Q1 | $140K | Sell |
17,549
-2,978
| -15% | -$23.8K | ﹤0.01% | 2394 |
|
|
2022
Q4 | $165K | Buy |
+20,527
| New | +$165K | ﹤0.01% | 2307 |
|
|
2020
Q3 | – | Sell |
-1,505
| Closed | -$8K | – | 2743 |
|
|
2020
Q2 | $8K | Buy |
+1,505
| New | +$8K | ﹤0.01% | 2824 |
|