EP Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

EP Wealth Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$182K	Buy
2022 Q3	–	Sell
2022 Q2	$156K	Buy
2022 Q1	$120K	Buy
2021 Q4	$111K	Sell
2021 Q3	$116K	Buy
2021 Q2	$95K	Buy
2021 Q1	$80K	Buy
2020 Q3	–	Sell
2020 Q2	$56K	Buy