DAS
SMFG icon

Diversify Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Diversify Advisory Services’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
2026
Q1 		– Sell
-30,258
Closed -$645K – 750
2025
Q4 		$645K Buy
30,258
+2,467
+9% +$42.8K 0.02% 525
2025
Q3 		$454K Buy
27,791
+2,118
+8% +$33.9K 0.02% 592
2025
Q2 		$419K Buy
25,673
+5,009
+24% +$72K 0.02% 589
2025
Q1 		$296K Buy
20,664
+4,365
+27% +$66.4K 0.02% 499
2024
Q4 		$230K Buy
16,299
+197
+1% +$2.71K 0.01% 556
2024
Q3 		$204K Sell
16,102
-4,368
-21% -$57.7K 0.01% 601
2024
Q2 		$281K Sell
20,470
-33,501
-62% -$406K 0.02% 521
2024
Q1 		$617K Buy
+53,971
New +$579K 0.04% 370

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CCMG
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