Farther Finance Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
13,828
+3,386
| +32% | +$51.2K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $157K | Sell |
10,442
-504
| -5% | -$7.6K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $159K | Buy |
10,946
+763
| +7% | +$11.1K | 0.01% | 1097 |
|
|
2024
Q3 | $129K | Buy |
10,183
+1,007
| +11% | +$12.7K | ﹤0.01% | 1195 |
|
|
2024
Q2 | $123K | Buy |
9,176
+656
| +8% | +$8.82K | 0.01% | 1042 |
|
|
2024
Q1 | $97.4K | Buy |
8,520
+90
| +1% | +$1.03K | 0.01% | 952 |
|
|
2023
Q4 | $81.6K | Buy |
8,430
+7,536
| +843% | +$73K | 0.01% | 855 |
|
|
2023
Q3 | $8.81K | Buy |
894
+664
| +289% | +$6.54K | ﹤0.01% | 1327 |
|
|
2023
Q2 | $1.98K | Hold |
230
| – | – | ﹤0.01% | 1758 |
|
|
2023
Q1 | $1.84K | Hold |
230
| – | – | ﹤0.01% | 1672 |
|
|
2022
Q4 | $1.85K | Buy |
+230
| New | +$1.85K | ﹤0.01% | 1481 |
|