SWP
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Sagespring Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sagespring Wealth Partners’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$380K Buy
25,123
+4,392
+21% +$66.4K 0.01% 512
2025
Q1 		$321K Buy
20,731
+5,990
+41% +$92.6K 0.01% 493
2024
Q4 		$214K Buy
+14,741
New +$214K 0.01% 575