Jones Financial Companies’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 | $112K | Buy |
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2025
Q1 | $48.3K | Buy |
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|
2024
Q4 | $19.9K | Buy |
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2024
Q3 | $13.8K | Buy |
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|
2024
Q2 | $4.37K | Buy |
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|
2024
Q1 | $3.52K | Sell |
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|
2023
Q4 | $4.11K | Buy |
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|
2023
Q3 | $3.12K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $14K | Buy |
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|
2013
Q2 | $3K | Buy |
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