Sivia Capital Partners’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 | $490K | Buy |
32,398
+9,876
| +44% | +$149K | 0.15% | 129 |
|
|
2025
Q1 | $348K | Buy |
22,522
+1,927
| +9% | +$29.8K | 0.16% | 131 |
|
|
2024
Q4 | $298K | Sell |
20,595
-689
| -3% | -$9.98K | 0.15% | 115 |
|
|
2024
Q3 | $269K | Sell |
21,284
-580
| -3% | -$7.33K | 0.16% | 137 |
|
|
2024
Q2 | $293K | Buy |
21,864
+220
| +1% | +$2.95K | 0.2% | 113 |
|
|
2024
Q1 | $255K | Buy |
21,644
+729
| +3% | +$8.58K | 0.17% | 136 |
|
|
2023
Q4 | $202K | Buy |
+20,915
| New | +$202K | 0.15% | 164 |
|