IFP 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
Q2 | $42.9K | Sell |
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|
2025
Q1 | $51.2K | Sell |
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|
2024
Q4 | $49.3K | Buy |
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|
2024
Q3 | $39.3K | Sell |
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|
2024
Q2 | $78.2K | Buy |
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|
2024
Q1 | $58.4K | Sell |
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|
2023
Q4 | $55.1K | Sell |
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|
2023
Q3 | $56.6K | Buy |
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|
2023
Q2 | $48.1K | Hold |
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|
2023
Q1 | $46.9K | Sell |
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|
2022
Q4 | $94K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $107K | Buy |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $9K | Buy |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $6K | Sell |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $42K | Buy |
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|
2017
Q3 | $36K | Buy |
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|
2017
Q2 | $26K | Buy |
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|
2017
Q1 | $8K | Sell |
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|
2016
Q4 | $9K | Sell |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $7K | Buy |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $76K | Buy |
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