NewSquare Capital’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 | $30.7K | Buy |
2,029
+1,363
| +205% | +$20.6K | ﹤0.01% | 379 |
|
|
2025
Q1 | $10.3K | Buy |
666
+390
| +141% | +$6.03K | ﹤0.01% | 538 |
|
|
2024
Q4 | $4K | Buy |
+276
| New | +$4K | ﹤0.01% | 396 |
|
|
2014
Q2 | – | Sell |
-680
| Closed | -$6K | – | 302 |
|
|
2014
Q1 | $6K | Hold |
680
| – | – | ﹤0.01% | 218 |
|
|
2013
Q4 | $7K | Hold |
680
| – | – | ﹤0.01% | 205 |
|
|
2013
Q3 | $7K | Buy |
+680
| New | +$7K | ﹤0.01% | 181 |
|