HHGA
Halbert Hargrove Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49
| Closed | -$758 | – | 597 |
|
|
2025
Q1 | $758 | Buy |
+49
| New | +$758 | ﹤0.01% | 457 |
|
|
2021
Q4 | – | Sell |
-14,257
| Closed | -$100K | – | 164 |
|
|
2021
Q3 | $100K | Buy |
14,257
+217
| +2% | +$1.52K | 0.01% | 146 |
|
|
2021
Q2 | $97K | Buy |
14,040
+518
| +4% | +$3.58K | 0.01% | 147 |
|
|
2021
Q1 | $98K | Hold |
13,522
| – | – | 0.01% | 128 |
|
|
2020
Q4 | $83K | Buy |
+13,522
| New | +$83K | 0.01% | 113 |
|