OWP
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ORG Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

ORG Wealth Partners’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.18K Hold
277
– – ﹤0.01% 564
2025
Q1 		$4.18K Sell
277
-22
-7% -$332 ﹤0.01% 628
2024
Q4 		$4.33K Hold
299
– – ﹤0.01% 428
2024
Q3 		$3.78K Buy
+299
New +$3.78K ﹤0.01% 420