Strategic Wealth Partners’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
$10.3K Buy
2019
Q2
Sell
2019
Q1
$4K Buy
2018
Q2
Sell
2018
Q1
$7K Buy