PDS Planning’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $826K | Buy |
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|
2025
Q2 | $711K | Buy |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $627K | Sell |
|
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|
2024
Q3 | $557K | Buy |
|
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|
2024
Q2 | $591K | Buy |
|
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|
2024
Q1 | $503K | Buy |
|
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $237K | Buy |
|
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|
2022
Q4 | $92.3K | Sell |
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|
2022
Q3 | $105K | Buy |
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|
2022
Q2 | $85K | Sell |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $151K | Sell |
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|
2021
Q2 | $163K | Buy |
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|
2021
Q1 | $129K | Sell |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $93K | Buy |
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|
2020
Q2 | $87K | Buy |
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