Cherry Tree Wealth Management’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
$8.05K Hold
533
﹤0.01% 436
2025
Q1
$8.24K Buy
+533
New +$8.24K ﹤0.01% 456