Private Trust Company’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 | $22.2K | Sell |
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|
2025
Q2 | $33.4K | Sell |
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|
2025
Q1 | $36.1K | Buy |
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|
2024
Q4 | $2.96K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $79K | Sell |
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|
2019
Q3 | $74K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $3K | Buy |
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