Spire Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.44K | Hold |
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|
2025
Q2 | $8.52K | Hold |
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|
2025
Q1 | $8.72K | Buy |
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|
2024
Q4 | $7.91K | Buy |
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|
2024
Q3 | $6.3K | Buy |
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|
2024
Q2 | $2.51K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.84K | Sell |
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|
2023
Q3 | $5.18K | Hold |
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|
2023
Q2 | $4.52K | Hold |
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|
2023
Q1 | $4.21K | Buy |
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|
2022
Q4 | $2K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $16K | Buy |
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