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Parr McKnight Wealth Management Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio SMFG Stock Details SMFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.25M Buy
149,210
+2,875
+2% +$43.4K 0.31% 106
2025
Q1 		$2.26M Sell
146,335
-95,766
-40% -$1.48M 0.33% 106
2024
Q4 		$3.51M Buy
+242,101
New +$3.51M 0.5% 59