Mission Wealth Management’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 | $878K | Buy |
58,132
+1,834
| +3% | +$27.7K | 0.02% | 337 |
|
|
2025
Q1 | $870K | Buy |
56,298
+2,757
| +5% | +$42.6K | 0.02% | 316 |
|
|
2024
Q4 | $776K | Sell |
53,541
-10,760
| -17% | -$156K | 0.02% | 320 |
|
|
2024
Q3 | $812K | Sell |
64,301
-495
| -0.8% | -$6.25K | 0.02% | 316 |
|
|
2024
Q2 | $869K | Sell |
64,796
-2,411
| -4% | -$32.3K | 0.02% | 289 |
|
|
2024
Q1 | $791K | Sell |
67,207
-2,998
| -4% | -$35.3K | 0.02% | 324 |
|
|
2023
Q4 | $680K | Buy |
70,205
+5,066
| +8% | +$49K | 0.02% | 296 |
|
|
2023
Q3 | $642K | Sell |
65,139
-1,105
| -2% | -$10.9K | 0.02% | 288 |
|
|
2023
Q2 | $570K | Sell |
66,244
-2,762
| -4% | -$23.8K | 0.02% | 305 |
|
|
2023
Q1 | $552K | Sell |
69,006
-2,085
| -3% | -$16.7K | 0.02% | 302 |
|
|
2022
Q4 | $570K | Sell |
71,091
-1,852
| -3% | -$14.9K | 0.03% | 283 |
|
|
2022
Q3 | $401K | Buy |
72,943
+2,073
| +3% | +$11.4K | 0.02% | 323 |
|
|
2022
Q2 | $418K | Buy |
70,870
+17,141
| +32% | +$101K | 0.02% | 324 |
|
|
2022
Q1 | $337K | Buy |
53,729
+8,191
| +18% | +$51.4K | 0.02% | 375 |
|
|
2021
Q4 | $309K | Buy |
45,538
+4,781
| +12% | +$32.4K | 0.01% | 406 |
|
|
2021
Q3 | $286K | Sell |
40,757
-605
| -1% | -$4.25K | 0.01% | 400 |
|
|
2021
Q2 | $285K | Buy |
41,362
+920
| +2% | +$6.34K | 0.02% | 401 |
|
|
2021
Q1 | $293K | Buy |
40,442
+12,142
| +43% | +$88K | 0.02% | 367 |
|
|
2020
Q4 | $175K | Buy |
+28,300
| New | +$175K | 0.01% | 400 |
|