Net Worth Advisory Group’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	$348K	Sell	23,002 -519	-2%	-$7.84K	0.08%	265
2025 Q1	$364K	Sell	23,521 -1,226	-5%	-$19K	0.11%	205
2024 Q4	$359K	Sell	24,747 -604	-2%	-$8.75K	0.11%	216
2024 Q3	$320K	Buy	+25,351	New	+$320K	0.1%	254