HHM Wealth Advisors’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 | $12.2K | Hold |
806
| – | – | ﹤0.01% | 580 |
|
|
2025
Q1 | $12.5K | Hold |
806
| – | – | ﹤0.01% | 568 |
|
|
2024
Q4 | $11.7K | Hold |
806
| – | – | ﹤0.01% | 566 |
|
|
2024
Q3 | $10.2K | Hold |
806
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $10.8K | Sell |
806
-964
| -54% | -$12.9K | ﹤0.01% | 534 |
|
|
2024
Q1 | $20.8K | Hold |
1,770
| – | – | ﹤0.01% | 404 |
|
|
2023
Q4 | $17.1K | Hold |
1,770
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $17.4K | Sell |
1,770
-185
| -9% | -$1.82K | ﹤0.01% | 424 |
|
|
2023
Q2 | $16.8K | Hold |
1,955
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $15.6K | Buy |
1,955
+806
| +70% | +$6.45K | ﹤0.01% | 449 |
|
|
2022
Q4 | $9.22K | Hold |
1,149
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $6K | Hold |
1,149
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $7K | Buy |
+1,149
| New | +$7K | ﹤0.01% | 600 |
|
|
2020
Q4 | – | Sell |
-593
| Closed | -$3K | – | 566 |
|
|
2020
Q3 | $3K | Hold |
593
| – | – | ﹤0.01% | 460 |
|
|
2020
Q2 | $3K | Buy |
+593
| New | +$3K | ﹤0.01% | 446 |
|