Parkside Financial Bank & Trust’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
$78.1K Sell
5,167
-226
-4% -$3.42K 0.01% 737
2025
Q1
$83.4K Sell
5,393
-2,551
-32% -$39.4K 0.01% 648
2024
Q4
$115K Buy
7,944
+1,968
+33% +$28.5K 0.02% 524
2024
Q3
$75.5K Buy
5,976
+170
+3% +$2.15K 0.01% 629
2024
Q2
$77.9K Hold
5,806
0.01% 581
2024
Q1
$68.3K Buy
5,806
+426
+8% +$5.01K 0.01% 641
2023
Q4
$52.1K Buy
5,380
+126
+2% +$1.22K 0.01% 672
2023
Q3
$51.8K Buy
5,254
+4,902
+1,393% +$48.3K 0.01% 599
2023
Q2
$3.03K Buy
+352
New +$3.03K ﹤0.01% 1551
2017
Q2
Sell
-438
Closed -$3K 1529
2017
Q1
$3K Hold
438
﹤0.01% 917
2016
Q4
$3K Buy
438
+49
+13% +$336 ﹤0.01% 917
2016
Q3
$3K Sell
389
-449
-54% -$3.46K ﹤0.01% 918
2016
Q2
$5K Hold
838
﹤0.01% 813
2016
Q1
$5K Hold
838
﹤0.01% 786
2015
Q4
$6K Buy
838
+65
+8% +$465 ﹤0.01% 751
2015
Q3
$6K Buy
+773
New +$6K ﹤0.01% 758