TD Private Client Wealth’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
Q4 | $9.57K | Sell |
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|
2025
Q3 | $59.3K | Sell |
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|
2025
Q2 | $55.8K | Sell |
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|
2025
Q1 | $64K | Buy |
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|
2024
Q4 | $6.49K | Hold |
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|
2024
Q3 | $5.66K | Hold |
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|
2024
Q2 | $6.01K | Buy |
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|
2024
Q1 | $3.26K | Hold |
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|
2023
Q4 | $2.68K | Sell |
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|
2023
Q3 | $31.2K | Sell |
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|
2023
Q2 | $35K | Buy |
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|
2023
Q1 | $27.9K | Sell |
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|
2022
Q4 | $66.4K | Buy |
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|
2022
Q3 | $45.1K | Sell |
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|
2022
Q2 | $53.7K | Sell |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q4 | $63.1K | Sell |
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|
2021
Q3 | $138K | Sell |
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|
2021
Q2 | $138K | Sell |
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|
2021
Q1 | $154K | Sell |
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|
2020
Q4 | $146K | Sell |
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|
2020
Q3 | $162K | Sell |
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|
2020
Q2 | $601K | Sell |
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|
2020
Q1 | $828K | Sell |
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|
2019
Q4 | $1.33M | Buy |
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