Prospera Financial Services’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
$564K Sell
37,303
-1,323
-3% -$20K 0.01% 863
2025
Q1
$597K Buy
+38,626
New +$597K 0.01% 709
2022
Q2
Sell
-2,798
Closed -$18K 2462
2022
Q1
$18K Buy
+2,798
New +$18K ﹤0.01% 1779