Personal CFO Solutions’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 | $245K | Buy |
16,214
+1,724
| +12% | +$26K | 0.05% | 395 |
|
|
2025
Q1 | $224K | Sell |
14,490
-268
| -2% | -$4.14K | 0.05% | 398 |
|
|
2024
Q4 | $214K | Sell |
14,758
-135
| -0.9% | -$1.96K | 0.04% | 429 |
|
|
2024
Q3 | $188K | Buy |
14,893
+825
| +6% | +$10.4K | 0.03% | 547 |
|
|
2024
Q2 | $189K | Buy |
14,068
+441
| +3% | +$5.91K | 0.03% | 514 |
|
|
2024
Q1 | $160K | Sell |
13,627
-2,042
| -13% | -$24K | 0.03% | 532 |
|
|
2023
Q4 | $152K | Buy |
+15,669
| New | +$152K | 0.03% | 499 |
|