EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Buy |
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|
2025
Q4 | $245K | Buy |
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|
2025
Q2 | $182K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $111K | Sell |
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|
2021
Q3 | $116K | Buy |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $80K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $56K | Buy |
|