Geneos Wealth 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
Q2 | $50.3K | Sell |
3,326
-5,106
| -61% | -$77.2K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $130K | Buy |
8,432
+6,199
| +278% | +$95.8K | ﹤0.01% | 1423 |
|
|
2024
Q4 | $32.4K | Buy |
2,233
+57
| +3% | +$826 | ﹤0.01% | 1508 |
|
|
2024
Q3 | $27.5K | Buy |
+2,176
| New | +$27.5K | ﹤0.01% | 1428 |
|
|
2020
Q2 | – | Sell |
-436
| Closed | -$2K | – | 2616 |
|
|
2020
Q1 | $2K | Sell |
436
-859
| -66% | -$3.94K | ﹤0.01% | 2293 |
|
|
2019
Q4 | $9K | Buy |
1,295
+759
| +142% | +$5.28K | ﹤0.01% | 2015 |
|
|
2019
Q3 | $3K | Hold |
536
| – | – | ﹤0.01% | 2250 |
|
|
2019
Q2 | $3K | Hold |
536
| – | – | ﹤0.01% | 2254 |
|
|
2019
Q1 | $3K | Buy |
+536
| New | +$3K | ﹤0.01% | 2182 |
|
|
2018
Q3 | – | Sell |
-1,600
| Closed | -$12K | – | 2448 |
|
|
2018
Q2 | $12K | Hold |
1,600
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q1 | $13K | Buy |
+1,600
| New | +$13K | ﹤0.01% | 1554 |
|