IEQ Capital’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
Q2
$946K Buy
2025
Q1
$686K Buy
2024
Q4
$603K Buy
2024
Q3
$479K Buy
2024
Q2
$483K Buy
2024
Q1
$361K Buy
2023
Q4
$246K Buy
2023
Q3
$189K Buy
2023
Q2
$127K Buy
2023
Q1
$81.5K Sell
2022
Q4
$109K Sell
2022
Q3
$123K Buy
2022
Q2
$120K Sell
2022
Q1
$147K Buy