Stratos Wealth Partners’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
Q1 | – | Sell |
-12,241
| Closed | -$177K | – | 1492 |
|
|
2024
Q4 | $177K | Buy |
+12,241
| New | +$177K | ﹤0.01% | 1369 |
|
|
2024
Q3 | – | Sell |
-15,358
| Closed | -$206K | – | 1513 |
|
|
2024
Q2 | $206K | Buy |
15,358
+442
| +3% | +$5.93K | ﹤0.01% | 1262 |
|
|
2024
Q1 | $176K | Buy |
+14,916
| New | +$176K | ﹤0.01% | 1295 |
|
|
2018
Q4 | – | Sell |
-310
| Closed | -$2K | – | 2237 |
|
|
2018
Q3 | $2K | Buy |
+310
| New | +$2K | ﹤0.01% | 2738 |
|
|
2018
Q2 | – | Sell |
-904
| Closed | -$8K | – | 2322 |
|
|
2018
Q1 | $8K | Buy |
904
+393
| +77% | +$3.48K | ﹤0.01% | 2425 |
|
|
2017
Q4 | $4K | Buy |
+511
| New | +$4K | ﹤0.01% | 2468 |
|