HAG
HighPoint Advisor Group’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
16,165
+44
| +0.3% | +$665 | 0.01% | 592 |
|
|
2025
Q1 | $231K | Buy |
16,121
+381
| +2% | +$5.46K | 0.01% | 572 |
|
|
2024
Q4 | $231K | Buy |
15,740
+111
| +0.7% | +$1.63K | 0.01% | 599 |
|
|
2024
Q3 | $201K | Buy |
15,629
+1,853
| +13% | +$23.8K | 0.01% | 624 |
|
|
2024
Q2 | $188K | Buy |
13,776
+691
| +5% | +$9.43K | 0.01% | 581 |
|
|
2024
Q1 | $153K | Buy |
13,085
+1,161
| +10% | +$13.6K | 0.01% | 611 |
|
|
2023
Q4 | $141K | Buy |
+11,924
| New | +$141K | 0.01% | 608 |
|