LI
Louisbourg Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Hold |
26,652
| – | – | 0.09% | 108 |
|
2025
Q1 | $412K | Hold |
26,652
| – | – | 0.11% | 104 |
|
2024
Q4 | $386K | Hold |
26,652
| – | – | 0.1% | 105 |
|
2024
Q3 | $337K | Hold |
26,652
| – | – | 0.09% | 108 |
|
2024
Q2 | $357K | Hold |
26,652
| – | – | 0.1% | 101 |
|
2024
Q1 | $314K | Hold |
26,652
| – | – | 0.09% | 102 |
|
2023
Q4 | $258K | Buy |
+26,652
| New | +$258K | 0.08% | 102 |
|