Savant Capital’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 | $380K | Buy |
25,117
+1,650
| +7% | +$24.9K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $363K | Buy |
23,467
+3,692
| +19% | +$57.1K | ﹤0.01% | 1118 |
|
|
2024
Q4 | $287K | Buy |
19,775
+8,778
| +80% | +$127K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $139K | Sell |
10,997
-4,130
| -27% | -$52.2K | ﹤0.01% | 1319 |
|
|
2024
Q2 | $203K | Buy |
+15,127
| New | +$203K | ﹤0.01% | 1133 |
|