Choate Investment Advisors’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 | $235K | Hold |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $227K | Buy |
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|
2024
Q4 | $156K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $105K | Hold |
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|
2014
Q2 | $108K | Hold |
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|
2014
Q1 | $110K | Hold |
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|
2013
Q4 | $134K | Hold |
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|
2013
Q3 | $124K | Hold |
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|
2013
Q2 | $118K | Buy |
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