Principal Securities’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 | $1.64M | Buy |
108,501
+12,325
| +13% | +$186K | 0.03% | 470 |
|
|
2025
Q1 | $1.39M | Hold |
96,176
| – | – | 0.03% | 447 |
|
|
2024
Q4 | $1.39M | Buy |
96,176
+16,316
| +20% | +$236K | 0.03% | 447 |
|
|
2024
Q3 | $1.01M | Buy |
79,860
+19,519
| +32% | +$247K | 0.02% | 524 |
|
|
2024
Q2 | $809K | Buy |
60,341
+9,196
| +18% | +$123K | 0.02% | 538 |
|
|
2024
Q1 | $602K | Buy |
51,145
+47,652
| +1,364% | +$561K | 0.02% | 596 |
|
|
2023
Q4 | $33.8K | Buy |
+3,493
| New | +$33.8K | ﹤0.01% | 1659 |
|