Richardson 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 | $54K | Buy |
3,577
+32
| +0.9% | +$483 | 0.04% | 249 |
|
|
2025
Q1 | $54.8K | Buy |
3,545
+49
| +1% | +$758 | 0.04% | 237 |
|
|
2024
Q4 | $50.9K | Buy |
3,496
+940
| +37% | +$13.7K | 0.04% | 255 |
|
|
2024
Q3 | $34.2K | Buy |
2,556
+43
| +2% | +$576 | 0.02% | 290 |
|
|
2024
Q2 | $33.7K | Buy |
2,513
+23
| +0.9% | +$308 | 0.02% | 277 |
|
|
2024
Q1 | $29.3K | Buy |
+2,490
| New | +$29.3K | 0.02% | 303 |
|