Transamerica Financial 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 | $251K | Buy |
16,598
+1,859
| +13% | +$28.1K | 0.02% | 211 |
|
|
2025
Q1 | $228K | Sell |
14,739
-747
| -5% | -$11.6K | 0.02% | 217 |
|
|
2024
Q4 | $225K | Buy |
15,486
+2,897
| +23% | +$42.1K | 0.02% | 217 |
|
|
2024
Q3 | $159K | Buy |
12,589
+12,182
| +2,993% | +$154K | 0.02% | 243 |
|
|
2024
Q2 | $6K | Hold |
407
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $5K | Buy |
+407
| New | +$5K | ﹤0.01% | 379 |
|