Halbert Hargrove Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$758	Buy
2021 Q4	–	Sell
2021 Q3	$100K	Buy
2021 Q2	$97K	Buy
2021 Q1	$98K	Hold
2020 Q4	$83K	Buy