Csenge Advisory 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 | $387K | Sell |
25,120
-53
| -0.2% | -$817 | 0.02% | 486 |
|
|
2025
Q1 | $341K | Buy |
25,173
+903
| +4% | +$12.2K | 0.02% | 496 |
|
|
2024
Q4 | $352K | Buy |
24,270
+4,685
| +24% | +$67.9K | 0.02% | 516 |
|
|
2024
Q3 | $257K | Buy |
19,585
+1,788
| +10% | +$23.4K | 0.01% | 607 |
|
|
2024
Q2 | $239K | Buy |
17,797
+596
| +3% | +$7.99K | 0.01% | 581 |
|
|
2024
Q1 | $202K | Buy |
+17,201
| New | +$202K | 0.01% | 672 |
|
|
2018
Q4 | – | Sell |
-174
| Closed | -$1K | – | 1279 |
|
|
2018
Q3 | $1K | Buy |
+174
| New | +$1K | ﹤0.01% | 920 |
|