Corient Private Wealth’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 | $2.37M | Buy |
156,951
+64,384
| +70% | +$973K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $1.43M | Buy |
92,567
+2,386
| +3% | +$36.9K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $1.31M | Sell |
90,181
-2,039
| -2% | -$29.5K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $1.16M | Buy |
92,220
+2,199
| +2% | +$27.8K | ﹤0.01% | 1306 |
|
|
2024
Q2 | $1.21M | Sell |
90,021
-1,310
| -1% | -$17.6K | ﹤0.01% | 1248 |
|
|
2024
Q1 | $1.07M | Sell |
91,331
-344
| -0.4% | -$4.05K | ﹤0.01% | 1291 |
|
|
2023
Q4 | $887K | Sell |
91,675
-8,685
| -9% | -$84.1K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $983K | Buy |
100,360
+490
| +0.5% | +$4.8K | ﹤0.01% | 1186 |
|
|
2023
Q2 | $852K | Buy |
99,870
+2,044
| +2% | +$17.4K | ﹤0.01% | 1210 |
|
|
2023
Q1 | $783K | Buy |
97,826
+43,730
| +81% | +$350K | ﹤0.01% | 1183 |
|
|
2022
Q4 | $434K | Buy |
+54,096
| New | +$434K | ﹤0.01% | 1189 |
|