Optas LLC’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
Q3
$267K Buy
2025
Q2
$239K Buy
2025
Q1
$201K Buy
2024
Q4
$175K Sell
2024
Q3
$180K Buy
2022
Q4
Sell
2022
Q3
$68K Sell
2022
Q2
$78K Buy
2022
Q1
$78K Buy
2021
Q4
$81K Sell
2021
Q3
$87K Buy
2021
Q2
$84K Buy
2021
Q1
$87K Buy
2020
Q4
$70K Sell
2020
Q3
$110K Buy