D'Orazio & Associates’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 | $158K | Sell |
10,471
-634
| -6% | -$9.58K | 0.02% | 263 |
|
|
2025
Q1 | $172K | Buy |
11,105
+867
| +8% | +$13.4K | 0.03% | 236 |
|
|
2024
Q4 | $148K | Buy |
10,238
+94
| +0.9% | +$1.36K | 0.02% | 227 |
|
|
2024
Q3 | $128K | Sell |
10,144
-381
| -4% | -$4.81K | 0.02% | 226 |
|
|
2024
Q2 | $141K | Buy |
10,525
+459
| +5% | +$6.16K | 0.02% | 198 |
|
|
2024
Q1 | $118K | Sell |
10,066
-106
| -1% | -$1.25K | 0.02% | 189 |
|
|
2023
Q4 | $98.5K | Buy |
+10,172
| New | +$98.5K | 0.02% | 174 |
|
|
2021
Q4 | – | Sell |
-4,015
| Closed | -$28K | – | 607 |
|
|
2021
Q3 | $28K | Buy |
+4,015
| New | +$28K | 0.01% | 310 |
|