Valeo Financial Advisors’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
Q2 | $311K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $201K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $172K | Hold |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $169K | Sell |
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|
2023
Q2 | $159K | Buy |
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|
2023
Q1 | $136K | Buy |
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|
2022
Q4 | $97.1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $7K | Sell |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $15K | Buy |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $10K | Buy |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $13K | Buy |
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|
2018
Q2 | $9K | Sell |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q4 | $7K | Buy |
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|
2017
Q3 | $3K | Buy |
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