Rise 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 | $27.8K | Hold |
1,841
| – | – | 0.01% | 374 |
|
|
2025
Q1 | $28.5K | Hold |
1,841
| – | – | 0.01% | 340 |
|
|
2024
Q4 | $26.7K | Buy |
1,841
+24
| +1% | +$348 | 0.01% | 456 |
|
|
2024
Q3 | $23K | Buy |
1,817
+18
| +1% | +$227 | 0.01% | 601 |
|
|
2024
Q2 | $24.1K | Hold |
1,799
| – | – | 0.01% | 497 |
|
|
2024
Q1 | $21.2K | Buy |
+1,799
| New | +$21.2K | 0.01% | 608 |
|