Summit Global Investments’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
$491K Sell
32,487
-71,810
-69% -$1.09M 0.03% 310
2025
Q1
$1.61M Buy
104,297
+65,641
+170% +$1.01M 0.12% 106
2024
Q4
$560K Buy
+38,656
New +$560K 0.04% 333