Sage Mountain 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
2026
Q1
Sell
2025
Q4
$363K Hold
2025
Q3
$314K Buy
2025
Q2
$276K Sell
2025
Q1
$306K Sell
2024
Q4
$287K Buy
2024
Q3
$231K Buy
2024
Q2
$245K Buy