LFA
Legacy Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,582
| Closed | -$256K | – | 403 |
|
|
2025
Q1 | $256K | Buy |
16,582
+3,900
| +31% | +$60.3K | 0.04% | 300 |
|
|
2024
Q4 | $184K | Buy |
12,682
+592
| +5% | +$8.58K | 0.03% | 336 |
|
|
2024
Q3 | $153K | Buy |
12,090
+891
| +8% | +$11.3K | 0.03% | 351 |
|
|
2024
Q2 | $150K | Buy |
11,199
+266
| +2% | +$3.57K | 0.03% | 324 |
|
|
2024
Q1 | $129K | Buy |
10,933
+930
| +9% | +$10.9K | 0.02% | 315 |
|
|
2023
Q4 | $96.8K | Sell |
10,003
-440
| -4% | -$4.26K | 0.02% | 297 |
|
|
2023
Q3 | $103K | Buy |
+10,443
| New | +$103K | 0.02% | 258 |
|
|
2019
Q2 | – | Sell |
-12,030
| Closed | -$85K | – | 771 |
|
|
2019
Q1 | $85K | Buy |
+12,030
| New | +$85K | 0.03% | 189 |
|
|
2018
Q4 | – | Sell |
-2,288
| Closed | -$18K | – | 1045 |
|
|
2018
Q3 | $18K | Buy |
2,288
+151
| +7% | +$1.19K | 0.01% | 392 |
|
|
2018
Q2 | $16K | Buy |
2,137
+813
| +61% | +$6.09K | 0.01% | 417 |
|
|
2018
Q1 | $11K | Sell |
1,324
-2,199
| -62% | -$18.3K | ﹤0.01% | 458 |
|
|
2017
Q4 | $30K | Buy |
+3,523
| New | +$30K | 0.01% | 307 |
|