Mission Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $909K | Sell |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $791K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $642K | Sell |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $175K | Buy |
|