Pathstone Family Office’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pathstone Family Office’s Portfolio SMFG Stock Details SMFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$170K	Buy
2023 Q2	$106K	Buy
2023 Q1	$86K	Sell
2022 Q4	$585K	Buy
2022 Q3	$437K	Buy
2022 Q1	–	Sell
2021 Q4	$70K	Sell
2021 Q3	$105K	Buy
2013 Q3	–	Sell
2013 Q2	$2K	Buy