NewEdge Advisors’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 | $14.2K | Buy |
942
+33
| +4% | +$499 | ﹤0.01% | 3073 |
|
|
2025
Q1 | $14.1K | Hold |
909
| – | – | ﹤0.01% | 2980 |
|
|
2024
Q4 | $13.2K | Hold |
909
| – | – | ﹤0.01% | 2939 |
|
|
2024
Q3 | $11.5K | Sell |
909
-23,451
| -96% | -$296K | ﹤0.01% | 2894 |
|
|
2024
Q2 | $327K | Sell |
24,360
-4,920
| -17% | -$66K | ﹤0.01% | 1669 |
|
|
2024
Q1 | $345K | Buy |
29,280
+1,418
| +5% | +$16.7K | ﹤0.01% | 1561 |
|
|
2023
Q4 | $277K | Sell |
27,862
-47,288
| -63% | -$470K | ﹤0.01% | 1575 |
|
|
2023
Q3 | $740K | Sell |
75,150
-4,654
| -6% | -$45.8K | 0.01% | 999 |
|
|
2023
Q2 | $686K | Buy |
+79,804
| New | +$686K | 0.01% | 1038 |
|
|
2023
Q1 | – | Sell |
-1,915
| Closed | -$15.4K | – | 4055 |
|
|
2022
Q4 | $15.4K | Buy |
+1,915
| New | +$15.4K | ﹤0.01% | 2217 |
|
|
2019
Q4 | – | Sell |
-16,002
| Closed | -$110K | – | 863 |
|
|
2019
Q3 | $110K | Buy |
+16,002
| New | +$110K | ﹤0.01% | 780 |
|
|
2017
Q3 | – | Sell |
-682
| Closed | -$5.25K | – | 1003 |
|
|
2017
Q2 | $5.25K | Buy |
+682
| New | +$5.25K | ﹤0.01% | 1133 |
|