Schechter Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $411K | Sell |
26,563
-8,540
| -24% | -$132K | 0.03% | 410 |
|
|
2024
Q4 | $509K | Sell |
35,103
-262
| -0.7% | -$3.8K | 0.04% | 382 |
|
|
2024
Q3 | $447K | Buy |
35,365
+220
| +0.6% | +$2.78K | 0.03% | 424 |
|
|
2024
Q2 | $471K | Buy |
35,145
+1,546
| +5% | +$20.7K | 0.04% | 384 |
|
|
2024
Q1 | $395K | Buy |
33,599
+3,239
| +11% | +$38.1K | 0.03% | 435 |
|
|
2023
Q4 | $294K | Sell |
30,360
-42,348
| -58% | -$410K | 0.03% | 467 |
|
|
2023
Q3 | $716K | Buy |
72,708
+2,019
| +3% | +$19.9K | 0.07% | 275 |
|
|
2023
Q2 | $608K | Sell |
70,689
-651
| -0.9% | -$5.6K | 0.05% | 341 |
|
|
2023
Q1 | $571K | Sell |
71,340
-19,130
| -21% | -$153K | 0.05% | 383 |
|
|
2022
Q4 | $726K | Sell |
90,470
-1,472
| -2% | -$11.8K | 0.07% | 388 |
|
|
2022
Q3 | $506K | Buy |
91,942
+19,496
| +27% | +$107K | 0.05% | 505 |
|
|
2022
Q2 | $428K | Sell |
72,446
-4,361
| -6% | -$25.8K | 0.04% | 576 |
|
|
2022
Q1 | $482K | Sell |
76,807
-1,819
| -2% | -$11.4K | 0.04% | 541 |
|
|
2021
Q4 | $534K | Buy |
+78,626
| New | +$534K | 0.05% | 483 |
|