TPI
Trust Point Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Sell |
12,015
-350
| -3% | -$5.29K | 0.02% | 380 |
|
|
2025
Q1 | $191K | Sell |
12,365
-505
| -4% | -$7.81K | 0.02% | 443 |
|
|
2024
Q4 | $186K | Sell |
12,870
-27
| -0.2% | -$391 | 0.01% | 551 |
|
|
2024
Q3 | $163K | Sell |
12,897
-264
| -2% | -$3.33K | 0.01% | 506 |
|
|
2024
Q2 | $176K | Sell |
13,161
-5,333
| -29% | -$71.5K | 0.01% | 484 |
|
|
2024
Q1 | $218K | Buy |
18,494
+3,819
| +26% | +$45K | 0.02% | 489 |
|
|
2023
Q4 | $142K | Buy |
+14,675
| New | +$142K | 0.01% | 488 |
|