NewEdge Advisors’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
Q2
$14.2K Buy
2025
Q1
$14.1K Hold
2024
Q4
$13.2K Hold
2024
Q3
$11.5K Sell
2024
Q2
$327K Sell
2024
Q1
$345K Buy
2023
Q4
$277K Sell
2023
Q3
$740K Sell
2023
Q2
$686K Buy
2023
Q1
Sell
2022
Q4
$15.4K Buy
2019
Q4
Sell
2019
Q3
$110K Buy
2017
Q3
Sell
2017
Q2
$5.25K Buy