Seven Mile Advisory’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 | – | Sell |
-10,029
| Closed | -$155K | – | 187 |
|
|
2025
Q1 | $155K | Buy |
+10,029
| New | +$155K | 0.1% | 168 |
|
|
2024
Q4 | – | Sell |
-10,539
| Closed | -$133K | – | 181 |
|
|
2024
Q3 | $133K | Buy |
10,539
+44
| +0.4% | +$556 | 0.09% | 167 |
|
|
2024
Q2 | $141K | Buy |
10,495
+339
| +3% | +$4.55K | 0.1% | 150 |
|
|
2024
Q1 | $120K | Hold |
10,156
| – | – | 0.09% | 154 |
|
|
2023
Q4 | $98.3K | Buy |
10,156
+81
| +0.8% | +$784 | 0.09% | 144 |
|
|
2023
Q3 | $99.2K | Buy |
10,075
+58
| +0.6% | +$571 | 0.1% | 123 |
|
|
2023
Q2 | $86.1K | Buy |
+10,017
| New | +$86.1K | 0.1% | 109 |
|