Cetera Investment Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
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|
2025
Q1 | $3.95M | Buy |
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|
2024
Q4 | $3.21M | Buy |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $147K | Buy |
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|
2022
Q1 | $147K | Buy |
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|
2021
Q4 | $113K | Buy |
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|
2021
Q3 | $112K | Buy |
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|
2021
Q2 | $74K | Buy |
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