Legacy Financial Advisors’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 | – | Sell |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $184K | Buy |
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|
2024
Q3 | $153K | Buy |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | $129K | Buy |
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|
2023
Q4 | $96.8K | Sell |
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|
2023
Q3 | $103K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $85K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $11K | Sell |
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|
2017
Q4 | $30K | Buy |
|