Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-183
| Closed | -$2.15K | – | 404 |
|
|
2024
Q1 | $2.15K | Hold |
183
| – | – | ﹤0.01% | 318 |
|
|
2023
Q4 | $1.47K | Hold |
183
| – | – | ﹤0.01% | 279 |
|
|
2023
Q3 | $1.8K | Hold |
183
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $1.57K | Hold |
183
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $1.46K | Hold |
183
| – | – | ﹤0.01% | 331 |
|
|
2022
Q4 | $1.47K | Buy |
+183
| New | +$1.47K | ﹤0.01% | 279 |
|