Gradient Investments’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 | $1.23M | Buy |
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|
2025
Q2 | $655K | Buy |
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|
2025
Q1 | $538K | Buy |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $560K | Sell |
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|
2022
Q3 | $402K | Buy |
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