Legacy Wealth Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Legacy Wealth Asset Management’s Portfolio SMFG Stock Details SMFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$790K	Buy
2024 Q2	–	Sell
2024 Q1	$2.43M	Sell
2023 Q4	$2M	Buy
2023 Q3	$1.88M	Buy
2023 Q2	$1.43M	Buy
2023 Q1	$1.33M	Sell
2022 Q4	$1.46M	Sell
2022 Q3	$1.49M	Buy