Cornerstone Planning Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cornerstone Planning Group’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.2K	Buy
2025 Q1	$10K	Hold
2024 Q4	$10.9K	Buy
2024 Q3	$7.31K	Buy
2024 Q2	$6.28K	Buy
2024 Q1	$2.58K	Buy
2023 Q4	$310	Hold
2023 Q3	$315	Buy