Schechter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $726K | Sell |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $534K | Buy |
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