Charles Schwab’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 | $9.54M | Buy |
631,310
+52,033
| +9% | +$786K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $8.96M | Buy |
579,277
+96,494
| +20% | +$1.49M | ﹤0.01% | 2000 |
|
|
2024
Q4 | $7M | Buy |
482,783
+76,862
| +19% | +$1.11M | ﹤0.01% | 2175 |
|
|
2024
Q3 | $5.13M | Buy |
405,921
+45,761
| +13% | +$578K | ﹤0.01% | 2364 |
|
|
2024
Q2 | $4.83M | Buy |
360,160
+75,714
| +27% | +$1.02M | ﹤0.01% | 2371 |
|
|
2024
Q1 | $3.35M | Buy |
284,446
+96,206
| +51% | +$1.13M | ﹤0.01% | 2436 |
|
|
2023
Q4 | $1.82M | Buy |
188,240
+36,170
| +24% | +$350K | ﹤0.01% | 2647 |
|
|
2023
Q3 | $1.5M | Buy |
152,070
+65,263
| +75% | +$643K | ﹤0.01% | 2675 |
|
|
2023
Q2 | $747K | Buy |
86,807
+45,534
| +110% | +$392K | ﹤0.01% | 2875 |
|
|
2023
Q1 | $330K | Buy |
41,273
+17,222
| +72% | +$138K | ﹤0.01% | 3068 |
|
|
2022
Q4 | $193K | Buy |
+24,051
| New | +$193K | ﹤0.01% | 3190 |
|