GeoWealth 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 | $136K | Buy |
9,017
+4,319
| +92% | +$65.3K | 0.01% | 745 |
|
|
2025
Q1 | $72.6K | Sell |
4,698
-2,064
| -31% | -$31.9K | ﹤0.01% | 844 |
|
|
2024
Q4 | $98K | Sell |
6,762
-1,940
| -22% | -$28.1K | ﹤0.01% | 973 |
|
|
2024
Q3 | $110K | Sell |
8,702
-160
| -2% | -$2.02K | ﹤0.01% | 872 |
|
|
2024
Q2 | $119K | Buy |
+8,862
| New | +$119K | 0.01% | 762 |
|
|
2024
Q1 | – | Sell |
-11,916
| Closed | -$115K | – | 900 |
|
|
2023
Q4 | $115K | Buy |
+11,916
| New | +$115K | 0.01% | 573 |
|