Sound Income Strategies’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 | $12K | Buy |
+794
| New | +$12K | ﹤0.01% | 895 |
|
|
2024
Q3 | – | Sell |
-230
| Closed | -$3.08K | – | 1491 |
|
|
2024
Q2 | $3.08K | Buy |
+230
| New | +$3.08K | ﹤0.01% | 1038 |
|
|
2018
Q4 | – | Sell |
-1,665
| Closed | -$13K | – | 788 |
|
|
2018
Q3 | $13K | Hold |
1,665
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $13K | Hold |
1,665
| – | – | 0.01% | 273 |
|
|
2018
Q1 | $14K | Hold |
1,665
| – | – | 0.01% | 248 |
|
|
2017
Q4 | $15K | Buy |
+1,665
| New | +$15K | 0.01% | 174 |
|