Integrated Wealth Concepts’s Sumitomo Mitsui Financial SMFG Stock Holding History

Integrated Wealth Concepts’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$474K	Sell
2025 Q1	$501K	Sell
2024 Q4	$480K	Buy
2024 Q3	$401K	Buy
2024 Q2	$426K	Sell
2024 Q1	$411K	Sell
2023 Q4	$2.19M	Sell
2023 Q3	$2.34M	Buy
2023 Q2	$2.03M	Sell
2023 Q1	$1.92M	Buy