Envestnet Portfolio Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
11,613
-6,983
| -38% | -$106K | ﹤0.01% | 1504 |
|
|
2025
Q1 | $287K | Sell |
18,596
-12,190
| -40% | -$188K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $446K | Buy |
30,786
+8,018
| +35% | +$116K | ﹤0.01% | 1296 |
|
|
2024
Q3 | $288K | Buy |
22,768
+3,530
| +18% | +$44.6K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $258K | Sell |
19,238
-2,157
| -10% | -$28.9K | ﹤0.01% | 1459 |
|
|
2024
Q1 | $252K | Buy |
21,395
+4,776
| +29% | +$56.2K | ﹤0.01% | 1447 |
|
|
2023
Q4 | $161K | Sell |
16,619
-5,997
| -27% | -$58.1K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $223K | Buy |
+22,616
| New | +$223K | ﹤0.01% | 1387 |
|