Lido Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
19,003
-35
| -0.2% | -$537 | ﹤0.01% | 1222 |
|
|
2025
Q1 | $294K | Buy |
19,038
+468
| +3% | +$7.24K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $269K | Buy |
18,570
+1,480
| +9% | +$21.4K | ﹤0.01% | 1157 |
|
|
2024
Q3 | $216K | Buy |
17,090
+2,657
| +18% | +$33.6K | ﹤0.01% | 1165 |
|
|
2024
Q2 | $194K | Buy |
+14,433
| New | +$194K | ﹤0.01% | 1157 |
|