Charles Schwab’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
Q3 | $12.9M | Buy |
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|
2025
Q2 | $9.54M | Buy |
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|
2025
Q1 | $8.96M | Buy |
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|
2024
Q4 | $7M | Buy |
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|
2024
Q3 | $5.13M | Buy |
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|
2024
Q2 | $4.83M | Buy |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $193K | Buy |
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