Vestmark Advisory Solutions’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
$242K Buy
2023
Q3
Sell
2023
Q2
$128K Sell
2023
Q1
$124K Sell
2022
Q4
$196K Buy
2022
Q3
$131K Sell
2022
Q2
$179K Sell
2022
Q1
$255K Buy
2021
Q4
$276K Sell
2021
Q3
$378K Buy
2021
Q2
$355K Buy
2021
Q1
$369K Sell
2020
Q4
$321K Buy
2020
Q3
$273K Buy
2020
Q2
$273K Buy
2020
Q1
$152K Sell
2019
Q4
$331K Buy
2019
Q3
$301K Sell
2019
Q2
$521K Buy
2019
Q1
$517K Buy