Gradient Investments’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 | $655K | Buy |
43,326
+8,508
| +24% | +$129K | 0.01% | 269 |
|
|
2025
Q1 | $538K | Buy |
34,818
+341
| +1% | +$5.27K | 0.01% | 238 |
|
|
2024
Q4 | $500K | Sell |
34,477
-13,390
| -28% | -$194K | 0.01% | 223 |
|
|
2024
Q3 | $605K | Sell |
47,867
-705
| -1% | -$8.9K | 0.01% | 206 |
|
|
2024
Q2 | $651K | Sell |
48,572
-207
| -0.4% | -$2.78K | 0.01% | 210 |
|
|
2024
Q1 | $574K | Sell |
48,779
-3,933
| -7% | -$46.3K | 0.01% | 208 |
|
|
2023
Q4 | $510K | Sell |
52,712
-3,983
| -7% | -$38.6K | 0.01% | 251 |
|
|
2023
Q3 | $558K | Buy |
56,695
+1,110
| +2% | +$10.9K | 0.01% | 216 |
|
|
2023
Q2 | $478K | Sell |
55,585
-871
| -2% | -$7.49K | 0.01% | 234 |
|
|
2023
Q1 | $452K | Sell |
56,456
-13,431
| -19% | -$107K | 0.01% | 233 |
|
|
2022
Q4 | $560K | Sell |
69,887
-3,183
| -4% | -$25.5K | 0.02% | 210 |
|
|
2022
Q3 | $402K | Buy |
+73,070
| New | +$402K | 0.01% | 233 |
|