Drive Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $185K | Buy |
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|
2023
Q3 | $175K | Buy |
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|
2023
Q2 | $135K | Buy |
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|
2023
Q1 | $109K | Sell |
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|
2022
Q4 | $112K | Buy |
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|
2022
Q3 | $74K | Buy |
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