Coppell Advisory Solutions’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
Q1 | – | Sell |
-57
| Closed | -$829 | – | 1608 |
|
|
2024
Q4 | $829 | Hold |
57
| – | – | ﹤0.01% | 1695 |
|
|
2024
Q3 | $694 | Hold |
57
| – | – | ﹤0.01% | 1623 |
|
|
2024
Q2 | $764 | Buy |
+57
| New | +$764 | ﹤0.01% | 1534 |
|
|
2023
Q4 | $552 | Buy |
+57
| New | +$552 | ﹤0.01% | 1503 |
|
|
2023
Q3 | – | Sell |
-57
| Closed | -$492 | – | 1501 |
|
|
2023
Q2 | $492 | Buy |
+57
| New | +$492 | ﹤0.01% | 1232 |
|