Continuum Advisory’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 | – | Sell |
-220
| Closed | -$3.4K | – | 1385 |
|
|
2025
Q1 | $3.4K | Sell |
220
-51
| -19% | -$788 | ﹤0.01% | 1194 |
|
|
2024
Q4 | $3.93K | Buy |
271
+51
| +23% | +$739 | ﹤0.01% | 1199 |
|
|
2024
Q3 | $3.14K | Hold |
220
| – | – | ﹤0.01% | 1290 |
|
|
2024
Q2 | $2.95K | Sell |
220
-75
| -25% | -$1.01K | ﹤0.01% | 1201 |
|
|
2024
Q1 | $3.4K | Buy |
+295
| New | +$3.4K | ﹤0.01% | 1155 |
|