Pathstone Holdings’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 | $7.14M | Sell |
472,246
-1,208
| -0.3% | -$18.3K | 0.03% | 425 |
|
|
2025
Q1 | $7.32M | Sell |
473,454
-3,570
| -0.7% | -$55.2K | 0.03% | 431 |
|
|
2024
Q4 | $6.91M | Buy |
477,024
+8,717
| +2% | +$126K | 0.03% | 437 |
|
|
2024
Q3 | $5.91M | Sell |
468,307
-895
| -0.2% | -$11.3K | 0.03% | 493 |
|
|
2024
Q2 | $6.29M | Buy |
469,202
+45,809
| +11% | +$614K | 0.03% | 453 |
|
|
2024
Q1 | $4.98M | Sell |
423,393
-18,421
| -4% | -$217K | 0.02% | 507 |
|
|
2023
Q4 | $4.28M | Buy |
+441,814
| New | +$4.28M | 0.02% | 471 |
|