Spire Wealth Management’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 | $8.52K | Hold |
564
| – | – | ﹤0.01% | 1772 |
|
|
2025
Q1 | $8.72K | Buy |
564
+18
| +3% | +$278 | ﹤0.01% | 1876 |
|
|
2024
Q4 | $7.91K | Buy |
546
+47
| +9% | +$681 | ﹤0.01% | 1907 |
|
|
2024
Q3 | $6.3K | Buy |
499
+312
| +167% | +$3.94K | ﹤0.01% | 1766 |
|
|
2024
Q2 | $2.51K | Buy |
+187
| New | +$2.51K | ﹤0.01% | 1968 |
|
|
2024
Q1 | – | Sell |
-187
| Closed | -$1.84K | – | 2389 |
|
|
2023
Q4 | $1.84K | Sell |
187
-339
| -64% | -$3.33K | ﹤0.01% | 2160 |
|
|
2023
Q3 | $5.18K | Hold |
526
| – | – | ﹤0.01% | 1935 |
|
|
2023
Q2 | $4.52K | Hold |
526
| – | – | ﹤0.01% | 2024 |
|
|
2023
Q1 | $4.21K | Buy |
526
+226
| +75% | +$1.81K | ﹤0.01% | 2075 |
|
|
2022
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 2105 |
|
|
2022
Q3 | $2K | Sell |
300
-933
| -76% | -$6.22K | ﹤0.01% | 1995 |
|
|
2022
Q2 | $7K | Sell |
1,233
-259
| -17% | -$1.47K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $9K | Sell |
1,492
-187
| -11% | -$1.13K | ﹤0.01% | 2075 |
|
|
2021
Q4 | $11K | Buy |
1,679
+187
| +13% | +$1.23K | ﹤0.01% | 2356 |
|
|
2021
Q3 | $10K | Hold |
1,492
| – | – | ﹤0.01% | 2106 |
|
|
2021
Q2 | $10K | Sell |
1,492
-615
| -29% | -$4.12K | ﹤0.01% | 2128 |
|
|
2021
Q1 | $16K | Buy |
+2,107
| New | +$16K | ﹤0.01% | 2246 |
|