Cornerstone Planning Group’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 | $13.2K | Buy |
866
+133
| +18% | +$2.02K | ﹤0.01% | 496 |
|
|
2025
Q1 | $10K | Hold |
733
| – | – | ﹤0.01% | 566 |
|
|
2024
Q4 | $10.9K | Buy |
733
+158
| +27% | +$2.35K | ﹤0.01% | 413 |
|
|
2024
Q3 | $7.31K | Buy |
575
+55
| +11% | +$700 | ﹤0.01% | 483 |
|
|
2024
Q2 | $6.28K | Buy |
520
+297
| +133% | +$3.59K | ﹤0.01% | 527 |
|
|
2024
Q1 | $2.58K | Buy |
223
+191
| +597% | +$2.21K | ﹤0.01% | 617 |
|
|
2023
Q4 | $310 | Hold |
32
| – | – | ﹤0.01% | 828 |
|
|
2023
Q3 | $315 | Buy |
+32
| New | +$315 | ﹤0.01% | 968 |
|