Provenance Wealth Advisors’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 | – | Sell |
-49
| Closed | -$758 | – | 529 |
|
|
2025
Q1 | $758 | Hold |
49
| – | – | ﹤0.01% | 491 |
|
|
2024
Q4 | $710 | Hold |
49
| – | – | ﹤0.01% | 519 |
|
|
2024
Q3 | $619 | Hold |
49
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $657 | Hold |
49
| – | – | ﹤0.01% | 484 |
|
|
2024
Q1 | $577 | Hold |
49
| – | – | ﹤0.01% | 520 |
|
|
2023
Q4 | $474 | Sell |
49
-1
| -2% | -$10 | ﹤0.01% | 577 |
|
|
2023
Q3 | $493 | Buy |
+50
| New | +$493 | ﹤0.01% | 462 |
|