MGO One Seven’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 | – | Sell |
-16,017
| Closed | -$248K | – | 1235 |
|
2025
Q1 | $248K | Sell |
16,017
-454
| -3% | -$7.02K | 0.01% | 910 |
|
2024
Q4 | $239K | Buy |
16,471
+5,352
| +48% | +$77.6K | 0.01% | 938 |
|
2024
Q3 | $140K | Sell |
11,119
-1,160
| -9% | -$14.7K | 0.01% | 952 |
|
2024
Q2 | $165K | Buy |
+12,279
| New | +$165K | 0.01% | 917 |
|
2019
Q1 | – | Sell |
-4,241
| Closed | -$27K | – | 1444 |
|
2018
Q4 | $27K | Buy |
+4,241
| New | +$27K | 0.01% | 822 |
|
2018
Q1 | $49K | Buy |
5,785
+61
| +1% | +$517 | 0.02% | 614 |
|
2017
Q4 | $50K | Buy |
+5,724
| New | +$50K | 0.02% | 612 |
|