Naviter Wealth’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 | $2.28M | Buy |
151,031
+5,911
| +4% | +$89.3K | 0.28% | 95 |
|
|
2025
Q1 | $2.29M | Buy |
145,120
+2,304
| +2% | +$36.3K | 0.28% | 95 |
|
|
2024
Q4 | $2.07M | Buy |
142,816
+4,671
| +3% | +$67.7K | 0.25% | 110 |
|
|
2024
Q3 | $1.74M | Sell |
138,145
-5,377
| -4% | -$67.9K | 0.24% | 117 |
|
|
2024
Q2 | $1.92M | Buy |
143,522
+10,276
| +8% | +$138K | 0.29% | 100 |
|
|
2024
Q1 | $1.57M | Buy |
133,246
+17,557
| +15% | +$207K | 0.26% | 114 |
|
|
2023
Q4 | $1.12M | Buy |
115,689
+23,366
| +25% | +$226K | 0.23% | 119 |
|
|
2023
Q3 | $909K | Buy |
92,323
+4,658
| +5% | +$45.9K | 0.22% | 116 |
|
|
2023
Q2 | $754K | Buy |
87,665
+10,521
| +14% | +$90.5K | 0.19% | 135 |
|
|
2023
Q1 | $617K | Buy |
77,144
+8,723
| +13% | +$69.8K | 0.22% | 131 |
|
|
2022
Q4 | $595K | Buy |
68,421
+3,528
| +5% | +$30.7K | 0.16% | 137 |
|
|
2022
Q3 | $357K | Buy |
64,893
+2,767
| +4% | +$15.2K | 0.15% | 150 |
|
|
2022
Q2 | $367K | Buy |
+62,126
| New | +$367K | 0.15% | 149 |
|