Orion Portfolio Solutions’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
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $3.1M | Sell |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Buy |
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