Private Advisor Group’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 | $297K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | $182K | Sell |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q4 | $138K | Sell |
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|
2020
Q3 | $135K | Sell |
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|
2020
Q2 | $136K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $89K | Sell |
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|
2019
Q3 | $172K | Buy |
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|
2019
Q2 | $73K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $95K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $73K | Buy |
|