Financial Gravity Asset Management’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
Q1 | $587 | Buy |
+38
| New | +$587 | ﹤0.01% | 920 |
|
|
2024
Q2 | $27 | Sell |
2
-5
| -71% | -$68 | ﹤0.01% | 1281 |
|
|
2024
Q1 | $84 | Buy |
7
+6
| +600% | +$72 | ﹤0.01% | 1757 |
|
|
2023
Q4 | $12 | Buy |
+1
| New | +$12 | ﹤0.01% | 1467 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$702 | – | 1708 |
|
|
2023
Q2 | $702 | Buy |
+9
| New | +$702 | ﹤0.01% | 918 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$81 | – | 1590 |
|
|
2022
Q4 | $81 | Buy |
+8
| New | +$81 | ﹤0.01% | 1151 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$7K | – | 1356 |
|
|
2019
Q4 | $7K | Buy |
14
+1
| +8% | +$500 | ﹤0.01% | 1238 |
|
|
2019
Q3 | $0 | Sell |
13
-1
| -7% | – | ﹤0.01% | 1549 |
|
|
2019
Q2 | $0 | Sell |
14
-5
| -26% | – | ﹤0.01% | 1632 |
|
|
2019
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1537 |
|
|
2018
Q3 | $0 | Sell |
44
-34
| -44% | – | ﹤0.01% | 1604 |
|
|
2018
Q2 | $1K | Buy |
78
+11
| +16% | +$141 | ﹤0.01% | 1268 |
|
|
2018
Q1 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 1248 |
|