Sierra Ocean’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
$84.9K Sell
5,616
-180
-3% -$2.72K 0.06% 122
2025
Q1
$89.6K Sell
5,796
-106
-2% -$1.64K 0.07% 106
2024
Q4
$85.5K Buy
+5,902
New +$85.5K 0.07% 108