Traveka Wealth’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 | $388K | Sell |
25,667
-2,245
| -8% | -$33.9K | 0.21% | 82 |
|
|
2025
Q1 | $432K | Buy |
27,912
+314
| +1% | +$4.85K | 0.24% | 73 |
|
|
2024
Q4 | $400K | Buy |
27,598
+82
| +0.3% | +$1.19K | 0.22% | 76 |
|
|
2024
Q3 | $348K | Buy |
27,516
+10
| +0% | +$126 | 0.18% | 83 |
|
|
2024
Q2 | $369K | Buy |
27,506
+859
| +3% | +$11.5K | 0.18% | 71 |
|
|
2024
Q1 | $314K | Buy |
26,647
+1,107
| +4% | +$13K | 0.15% | 80 |
|
|
2023
Q4 | $247K | Buy |
+25,540
| New | +$247K | 0.12% | 101 |
|