CIBC Private Wealth Group’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Buy |
2,800
+242
| +9% | +$3.66K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $31.3K | Buy |
2,558
+674
| +36% | +$8.26K | ﹤0.01% | 1811 |
|
|
2024
Q4 | $27.9K | Buy |
1,884
+312
| +20% | +$4.62K | ﹤0.01% | 1928 |
|
|
2024
Q3 | $19.9K | Sell |
1,572
-107
| -6% | -$1.35K | ﹤0.01% | 2162 |
|
|
2024
Q2 | $23.2K | Sell |
1,679
-402
| -19% | -$5.55K | ﹤0.01% | 1973 |
|
|
2024
Q1 | $23.8K | Buy |
+2,081
| New | +$23.8K | ﹤0.01% | 1982 |
|
|
2018
Q3 | – | Sell |
-364
| Closed | -$3K | – | 1605 |
|
|
2018
Q2 | $3K | Buy |
+364
| New | +$3K | ﹤0.01% | 1823 |
|