Sowell Financial Services’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 | $283K | Buy |
18,699
+1,094
| +6% | +$16.5K | 0.01% | 810 |
|
|
2025
Q1 | $272K | Buy |
17,605
+2,590
| +17% | +$40K | 0.01% | 805 |
|
|
2024
Q4 | $218K | Buy |
+15,015
| New | +$218K | 0.01% | 500 |
|
|
2021
Q2 | – | Sell |
-2,020
| Closed | -$15K | – | 2375 |
|
|
2021
Q1 | $15K | Buy |
2,020
+1,086
| +116% | +$8.06K | ﹤0.01% | 2167 |
|
|
2020
Q4 | $6K | Hold |
934
| – | – | ﹤0.01% | 2227 |
|
|
2020
Q3 | $5K | Hold |
934
| – | – | ﹤0.01% | 2014 |
|
|
2020
Q2 | $5K | Hold |
934
| – | – | ﹤0.01% | 1914 |
|
|
2020
Q1 | $4K | Sell |
934
-503
| -35% | -$2.15K | ﹤0.01% | 1924 |
|
|
2019
Q4 | $11K | Sell |
1,437
-503
| -26% | -$3.85K | ﹤0.01% | 1662 |
|
|
2019
Q3 | $13K | Buy |
+1,940
| New | +$13K | ﹤0.01% | 1450 |
|