Moran 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 | $4.69M | Buy |
310,086
+8,511
| +3% | +$129K | 0.14% | 191 |
|
|
2025
Q1 | $4.66M | Sell |
301,575
-57,161
| -16% | -$884K | 0.16% | 186 |
|
|
2024
Q4 | $5.2M | Buy |
358,736
+25,503
| +8% | +$370K | 0.17% | 163 |
|
|
2024
Q3 | $4.21M | Sell |
333,233
-117,966
| -26% | -$1.49M | 0.13% | 190 |
|
|
2024
Q2 | $6.05M | Sell |
451,199
-77,114
| -15% | -$1.03M | 0.2% | 151 |
|
|
2024
Q1 | $6.22M | Buy |
528,313
+1,787
| +0.3% | +$21K | 0.2% | 145 |
|
|
2023
Q4 | $5.1M | Buy |
+526,526
| New | +$5.1M | 0.18% | 160 |
|