Naviter Wealth’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 | $2.62M | Buy |
|
|||||
|
2025
Q2 | $2.28M | Buy |
|
|||||
|
2025
Q1 | $2.29M | Buy |
|
|||||
|
2024
Q4 | $2.07M | Buy |
|
|||||
|
2024
Q3 | $1.74M | Sell |
|
|||||
|
2024
Q2 | $1.92M | Buy |
|
|||||
|
2024
Q1 | $1.57M | Buy |
|
|||||
|
2023
Q4 | $1.12M | Buy |
|
|||||
|
2023
Q3 | $909K | Buy |
|
|||||
|
2023
Q2 | $754K | Buy |
|
|||||
|
2023
Q1 | $617K | Buy |
|
|||||
|
2022
Q4 | $595K | Buy |
|
|||||
|
2022
Q3 | $357K | Buy |
|
|||||
|
2022
Q2 | $367K | Buy |
|