DAS
Diversify Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
25,673
+5,009
| +24% | +$81.7K | 0.02% | 589 |
|
|
2025
Q1 | $296K | Buy |
20,664
+4,365
| +27% | +$62.6K | 0.02% | 499 |
|
|
2024
Q4 | $230K | Buy |
16,299
+197
| +1% | +$2.78K | 0.01% | 556 |
|
|
2024
Q3 | $204K | Sell |
16,102
-4,368
| -21% | -$55.3K | 0.01% | 600 |
|
|
2024
Q2 | $281K | Sell |
20,470
-33,501
| -62% | -$460K | 0.02% | 521 |
|
|
2024
Q1 | $617K | Buy |
+53,971
| New | +$617K | 0.04% | 370 |
|