Kestra Advisory Services’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 | $623K | Buy |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $174K | Sell |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $164K | Sell |
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|
2023
Q1 | $163K | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $164K | Sell |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $132K | Buy |
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