Summit Trail Advisors’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 | $182K | Buy |
11,854
+200
| +2% | +$3.07K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $180K | Sell |
11,654
-781
| -6% | -$12.1K | 0.01% | 384 |
|
|
2024
Q4 | $180K | Sell |
12,435
-375
| -3% | -$5.43K | 0.01% | 363 |
|
|
2024
Q3 | $162K | Buy |
+12,810
| New | +$162K | ﹤0.01% | 683 |
|
|
2024
Q1 | – | Sell |
-11,819
| Closed | -$114K | – | 635 |
|
|
2023
Q4 | $114K | Buy |
+11,819
| New | +$114K | ﹤0.01% | 535 |
|
|
2018
Q2 | – | Sell |
-14,539
| Closed | -$118K | – | 650 |
|
|
2018
Q1 | $118K | Buy |
14,539
+348
| +2% | +$2.82K | 0.02% | 393 |
|
|
2017
Q4 | $135K | Buy |
+14,191
| New | +$135K | 0.02% | 545 |
|