Sequoia Financial 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
Q3 | $1.63M | Buy |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $581K | Buy |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | $81K | Buy |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q3 | $60K | Buy |
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|
2020
Q2 | $57K | Buy |
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