Drive 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 | $322K | Sell |
20,960
-101
| -0.5% | -$1.55K | 0.07% | 227 |
|
|
2025
Q1 | $326K | Sell |
21,061
-534
| -2% | -$8.26K | 0.08% | 205 |
|
|
2024
Q4 | $313K | Buy |
21,595
+572
| +3% | +$8.29K | 0.08% | 210 |
|
|
2024
Q3 | $266K | Buy |
21,023
+185
| +0.9% | +$2.34K | 0.07% | 238 |
|
|
2024
Q2 | $279K | Buy |
20,838
+422
| +2% | +$5.66K | 0.08% | 215 |
|
|
2024
Q1 | $240K | Buy |
20,416
+1,354
| +7% | +$15.9K | 0.07% | 252 |
|
|
2023
Q4 | $185K | Buy |
19,062
+1,314
| +7% | +$12.7K | 0.06% | 275 |
|
|
2023
Q3 | $175K | Buy |
17,748
+2,343
| +15% | +$23.1K | 0.06% | 249 |
|
|
2023
Q2 | $135K | Buy |
15,405
+1,834
| +14% | +$16.1K | 0.05% | 260 |
|
|
2023
Q1 | $109K | Sell |
13,571
-429
| -3% | -$3.43K | 0.05% | 277 |
|
|
2022
Q4 | $112K | Buy |
14,000
+624
| +5% | +$5K | 0.06% | 237 |
|
|
2022
Q3 | $74K | Buy |
+13,376
| New | +$74K | 0.07% | 152 |
|