First Trust Direct Indexing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $3.56M | Sell |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.19M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $470K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $291K | Buy |
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