GSWM
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Golden State Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Golden State Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$876 Hold
58
– – ﹤0.01% 1448
2025
Q1 		$897 Hold
58
– – ﹤0.01% 1439
2024
Q4 		$840 Buy
+58
New +$840 ﹤0.01% 1376