Integrated Wealth Concepts’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 | $474K | Sell |
31,350
-1,036
| -3% | -$15.7K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $501K | Sell |
32,386
-730
| -2% | -$11.3K | 0.01% | 1135 |
|
|
2024
Q4 | $480K | Buy |
33,116
+1,354
| +4% | +$19.6K | 0.01% | 1141 |
|
|
2024
Q3 | $401K | Buy |
31,762
+6
| +0% | +$76 | ﹤0.01% | 1182 |
|
|
2024
Q2 | $426K | Sell |
31,756
-3,188
| -9% | -$42.8K | 0.01% | 1123 |
|
|
2024
Q1 | $411K | Sell |
34,944
-191,643
| -85% | -$2.26M | 0.01% | 1138 |
|
|
2023
Q4 | $2.19M | Sell |
226,587
-10,743
| -5% | -$104K | 0.04% | 446 |
|
|
2023
Q3 | $2.34M | Buy |
237,330
+1,839
| +0.8% | +$18.1K | 0.04% | 400 |
|
|
2023
Q2 | $2.03M | Sell |
235,491
-4,091
| -2% | -$35.2K | 0.03% | 457 |
|
|
2023
Q1 | $1.92M | Buy |
+239,582
| New | +$1.92M | 0.04% | 430 |
|