Rothschild Investment LLC’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 | $21.3K | Sell |
1,409
-133
| -9% | -$2.01K | ﹤0.01% | 1006 |
|
|
2025
Q1 | $23.8K | Buy |
1,542
+34
| +2% | +$526 | ﹤0.01% | 951 |
|
|
2024
Q4 | $21.9K | Sell |
1,508
-2,142
| -59% | -$31K | ﹤0.01% | 980 |
|
|
2024
Q3 | $46.1K | Buy |
3,650
+276
| +8% | +$3.49K | ﹤0.01% | 794 |
|
|
2024
Q2 | $45.2K | Buy |
3,374
+2,433
| +259% | +$32.6K | ﹤0.01% | 769 |
|
|
2024
Q1 | $11.1K | Buy |
941
+250
| +36% | +$2.94K | ﹤0.01% | 1038 |
|
|
2023
Q4 | $6.69K | Buy |
+691
| New | +$6.69K | ﹤0.01% | 1043 |
|