Dakota Wealth Management’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 | $366K | Buy |
24,243
+9,605
| +66% | +$145K | 0.01% | 564 |
|
|
2025
Q1 | $226K | Buy |
+14,638
| New | +$226K | 0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-10,884
| Closed | -$87.3K | – | 640 |
|
|
2022
Q4 | $87.3K | Buy |
10,884
+228
| +2% | +$1.83K | 0.01% | 586 |
|
|
2022
Q3 | $59K | Buy |
10,656
+490
| +5% | +$2.71K | ﹤0.01% | 560 |
|
|
2022
Q2 | $60K | Buy |
+10,166
| New | +$60K | 0.01% | 499 |
|