Commonwealth Equity Services’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 | $251K | Buy |
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|
2025
Q2 | $176K | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $170K | Buy |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $139K | Buy |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $82 | Sell |
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|
2022
Q4 | $85K | Sell |
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|
2022
Q3 | $86K | Sell |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $139K | Sell |
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|
2021
Q4 | $198K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $98K | Buy |
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|
2020
Q4 | $79K | Buy |
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|
2020
Q3 | $66K | Buy |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $107K | Buy |
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|
2019
Q3 | $94K | Sell |
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|
2019
Q2 | $103K | Buy |
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|
2019
Q1 | $96K | Sell |
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|
2018
Q4 | $126K | Buy |
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|
2018
Q3 | $126K | Buy |
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|
2018
Q2 | $102K | Buy |
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|
2018
Q1 | $87K | Buy |
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