Highline Wealth Partners’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
$12.8K Buy
848
+376
+80% +$5.68K ﹤0.01% 294
2025
Q1
$7.3K Buy
472
+357
+310% +$5.52K ﹤0.01% 355
2024
Q4
$1.67K Hold
115
﹤0.01% 471
2024
Q3
$1.45K Sell
115
-176
-60% -$2.22K ﹤0.01% 480
2024
Q2
$3.9K Buy
+291
New +$3.9K ﹤0.01% 312