&Partners’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
$3.8M Buy
252,955
+93,000
+58% +$1.4M 0.03% 447
2025
Q1
$2.57M Buy
159,955
+23,711
+17% +$380K 0.03% 454
2024
Q4
$1.98M Buy
136,244
+62,945
+86% +$915K 0.02% 506
2024
Q3
$925K Buy
73,299
+42,689
+139% +$539K 0.02% 596
2024
Q2
$410K Buy
+30,610
New +$410K 0.02% 610