HB Wealth Management’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 | $415K | Buy |
27,452
+9,123
| +50% | +$138K | ﹤0.01% | 798 |
|
|
2025
Q1 | $283K | Buy |
18,329
+5,885
| +47% | +$91K | ﹤0.01% | 978 |
|
|
2024
Q4 | $180K | Sell |
12,444
-855
| -6% | -$12.4K | ﹤0.01% | 979 |
|
|
2024
Q3 | $168K | Buy |
13,299
+1,541
| +13% | +$19.5K | ﹤0.01% | 898 |
|
|
2024
Q2 | $158K | Hold |
11,758
| – | – | ﹤0.01% | 847 |
|
|
2024
Q1 | $138K | Buy |
+11,758
| New | +$138K | ﹤0.01% | 808 |
|