Provenance Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Provenance Wealth Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$758	Hold
2024 Q4	$710	Hold
2024 Q3	$619	Hold
2024 Q2	$657	Hold
2024 Q1	$577	Hold
2023 Q4	$474	Sell
2023 Q3	$493	Buy