EP Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
+12,025
| New | +$182K | ﹤0.01% | 1280 |
|
|
2022
Q3 | – | Sell |
-26,387
| Closed | -$156K | – | 591 |
|
|
2022
Q2 | $156K | Buy |
26,387
+7,276
| +38% | +$43K | ﹤0.01% | 604 |
|
|
2022
Q1 | $120K | Buy |
19,111
+2,713
| +17% | +$17K | ﹤0.01% | 615 |
|
|
2021
Q4 | $111K | Sell |
16,398
-116
| -0.7% | -$785 | ﹤0.01% | 535 |
|
|
2021
Q3 | $116K | Buy |
16,514
+2,793
| +20% | +$19.6K | ﹤0.01% | 520 |
|
|
2021
Q2 | $95K | Buy |
13,721
+2,722
| +25% | +$18.8K | ﹤0.01% | 529 |
|
|
2021
Q1 | $80K | Buy |
+10,999
| New | +$80K | ﹤0.01% | 485 |
|
|
2020
Q3 | – | Sell |
-10,038
| Closed | -$56K | – | 384 |
|
|
2020
Q2 | $56K | Buy |
+10,038
| New | +$56K | ﹤0.01% | 366 |
|