Prudent Man Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $172K | Hold |
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|
2024
Q3 | $150K | Hold |
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|
2024
Q2 | $159K | Sell |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $154K | Sell |
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|
2023
Q3 | $186K | Sell |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $157K | Buy |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $81K | Sell |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $105K | Sell |
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|
2021
Q3 | $138K | Hold |
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|
2021
Q2 | $136K | Buy |
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|
2021
Q1 | $138K | Sell |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $107K | Sell |
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|
2020
Q2 | $109K | Buy |
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