Pinnacle Wealth Planning Services’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
Q2 | $538K | Buy |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $198K | Sell |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $176K | Buy |
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|
2020
Q2 | $171K | Sell |
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|
2020
Q1 | $186K | Buy |
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|
2019
Q4 | $166K | Buy |
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|
2019
Q3 | $139K | Buy |
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|
2019
Q2 | $125K | Sell |
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|
2019
Q1 | $131K | Buy |
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|
2018
Q4 | $108K | Sell |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $300K | Buy |
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|
2018
Q1 | $314K | Buy |
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|
2017
Q4 | $74K | Buy |
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