JFS Wealth Advisors’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 | $36.4K | Hold |
2,411
| – | – | ﹤0.01% | 531 |
|
|
2025
Q1 | $37.3K | Hold |
2,411
| – | – | ﹤0.01% | 531 |
|
|
2024
Q4 | $34.9K | Hold |
2,411
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $30.5K | Buy |
2,411
+137
| +6% | +$1.73K | ﹤0.01% | 549 |
|
|
2024
Q2 | $30.5K | Hold |
2,274
| – | – | ﹤0.01% | 506 |
|
|
2024
Q1 | $26.8K | Hold |
2,274
| – | – | ﹤0.01% | 564 |
|
|
2023
Q4 | $22K | Hold |
2,274
| – | – | ﹤0.01% | 567 |
|
|
2023
Q3 | $22.4K | Hold |
2,274
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $19.6K | Hold |
2,274
| – | – | ﹤0.01% | 554 |
|
|
2023
Q1 | $18.2K | Hold |
2,274
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $18.2K | Sell |
2,274
-309
| -12% | -$2.48K | ﹤0.01% | 556 |
|
|
2022
Q3 | $14K | Buy |
2,583
+167
| +7% | +$905 | ﹤0.01% | 647 |
|
|
2022
Q2 | $14K | Buy |
2,416
+358
| +17% | +$2.08K | ﹤0.01% | 676 |
|
|
2022
Q1 | $13K | Buy |
2,058
+1,651
| +406% | +$10.4K | ﹤0.01% | 716 |
|
|
2021
Q4 | $3K | Buy |
+407
| New | +$3K | ﹤0.01% | 986 |
|