EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $537K | Sell |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $120K | Sell |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | $29.1K | Buy |
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|
2024
Q2 | $32.7K | Sell |
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|
2024
Q1 | $28.8K | Buy |
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|
2023
Q4 | $17.9K | Buy |
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|
2023
Q3 | $16.7K | Sell |
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|
2023
Q2 | $15.3K | Sell |
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|
2023
Q1 | $15K | Hold |
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|
2022
Q4 | $15.1K | Sell |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $10K | Buy |
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