Five Oceans 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 | $369K | Sell |
24,405
-1,002
| -4% | -$15.1K | 0.16% | 83 |
|
|
2025
Q1 | $393K | Hold |
25,407
| – | – | 0.19% | 72 |
|
|
2024
Q4 | $368K | Buy |
25,407
+2,527
| +11% | +$36.6K | 0.17% | 85 |
|
|
2024
Q3 | $289K | Hold |
22,880
| – | – | 0.14% | 125 |
|
|
2024
Q2 | $307K | Buy |
22,880
+3,010
| +15% | +$40.4K | 0.16% | 107 |
|
|
2024
Q1 | $234K | Hold |
19,870
| – | – | 0.12% | 159 |
|
|
2023
Q4 | $192K | Sell |
19,870
-4,556
| -19% | -$44.1K | 0.11% | 162 |
|
|
2023
Q3 | $241K | Hold |
24,426
| – | – | 0.15% | 117 |
|
|
2023
Q2 | $210K | Hold |
24,426
| – | – | 0.14% | 136 |
|
|
2023
Q1 | $195K | Hold |
24,426
| – | – | 0.13% | 143 |
|
|
2022
Q4 | $196K | Sell |
24,426
-51
| -0.2% | -$409 | 0.14% | 140 |
|
|
2022
Q3 | $135K | Buy |
24,477
+7,327
| +43% | +$40.4K | 0.11% | 126 |
|
|
2022
Q2 | $101K | Buy |
17,150
+725
| +4% | +$4.27K | 0.08% | 125 |
|
|
2022
Q1 | $103K | Buy |
+16,425
| New | +$103K | 0.09% | 116 |
|