EverSource Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
32,122
+24,384
| +315% | +$368K | 0.02% | 464 |
|
|
2025
Q1 | $120K | Sell |
7,738
-8,580
| -53% | -$133K | 0.01% | 845 |
|
|
2024
Q4 | $236K | Buy |
16,318
+14,016
| +609% | +$203K | 0.01% | 592 |
|
|
2024
Q3 | $29.1K | Buy |
2,302
+40
| +2% | +$505 | ﹤0.01% | 1297 |
|
|
2024
Q2 | $32.7K | Sell |
2,262
-284
| -11% | -$4.11K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $28.8K | Buy |
2,546
+697
| +38% | +$7.89K | ﹤0.01% | 1201 |
|
|
2023
Q4 | $17.9K | Buy |
1,849
+152
| +9% | +$1.47K | ﹤0.01% | 1286 |
|
|
2023
Q3 | $16.7K | Sell |
1,697
-78
| -4% | -$768 | ﹤0.01% | 1196 |
|
|
2023
Q2 | $15.3K | Sell |
1,775
-105
| -6% | -$903 | ﹤0.01% | 1255 |
|
|
2023
Q1 | $15K | Hold |
1,880
| – | – | ﹤0.01% | 1194 |
|
|
2022
Q4 | $15.1K | Sell |
1,880
-2,818
| -60% | -$22.6K | ﹤0.01% | 1170 |
|
|
2022
Q3 | $26K | Buy |
4,698
+4,327
| +1,166% | +$23.9K | 0.01% | 825 |
|
|
2022
Q2 | $2K | Sell |
371
-1,304
| -78% | -$7.03K | ﹤0.01% | 1562 |
|
|
2022
Q1 | $11K | Buy |
1,675
+185
| +12% | +$1.22K | ﹤0.01% | 948 |
|
|
2021
Q4 | $10K | Buy |
+1,490
| New | +$10K | ﹤0.01% | 974 |
|