Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $50.3K | Sell |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $32.4K | Buy |
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|
2024
Q3 | $27.5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $9K | Buy |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $13K | Buy |
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