Orion Portfolio Solutions’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
Q1 | $1.55M | Sell |
100,495
-390
| -0.4% | -$6.03K | 0.02% | 844 |
|
|
2024
Q4 | $1.46M | Buy |
100,885
+11,952
| +13% | +$173K | 0.01% | 854 |
|
|
2024
Q3 | $1.12M | Sell |
88,933
-639
| -0.7% | -$8.07K | 0.01% | 995 |
|
|
2024
Q2 | $1.2M | Buy |
89,572
+878
| +1% | +$11.8K | 0.01% | 903 |
|
|
2024
Q1 | $1.04M | Buy |
88,694
+2,980
| +3% | +$35.1K | 0.01% | 963 |
|
|
2023
Q4 | $854K | Sell |
85,714
-229,043
| -73% | -$2.28M | 0.01% | 1015 |
|
|
2023
Q3 | $3.1M | Sell |
314,757
-23,107
| -7% | -$228K | 0.04% | 426 |
|
|
2023
Q2 | $2.91M | Buy |
337,864
+45,117
| +15% | +$388K | 0.03% | 496 |
|
|
2023
Q1 | $2.34M | Buy |
+292,747
| New | +$2.34M | 0.03% | 531 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | – | – | 2269 |
|
|
2019
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1938 |
|