HHM Wealth Advisors’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 | $13.5K | Hold |
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|
2025
Q2 | $12.2K | Hold |
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2025
Q1 | $12.5K | Hold |
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|
2024
Q4 | $11.7K | Hold |
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|
2024
Q3 | $10.2K | Hold |
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|
2024
Q2 | $10.8K | Sell |
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|
2024
Q1 | $20.8K | Hold |
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|
2023
Q4 | $17.1K | Hold |
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|
2023
Q3 | $17.4K | Sell |
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|
2023
Q2 | $16.8K | Hold |
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|
2023
Q1 | $15.6K | Buy |
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|
2022
Q4 | $9.21K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Buy |
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