Wealth Enhancement Advisory Services’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 | $370K | Buy |
24,242
+2,816
| +13% | +$43K | ﹤0.01% | 2435 |
|
|
2025
Q1 | $331K | Buy |
21,426
+611
| +3% | +$9.45K | ﹤0.01% | 2351 |
|
|
2024
Q4 | $302K | Sell |
20,815
-130
| -0.6% | -$1.88K | ﹤0.01% | 2355 |
|
|
2024
Q3 | $265K | Buy |
20,945
+699
| +3% | +$8.83K | ﹤0.01% | 2242 |
|
|
2024
Q2 | $271K | Buy |
20,246
+963
| +5% | +$12.9K | ﹤0.01% | 2048 |
|
|
2024
Q1 | $227K | Sell |
19,283
-33,793
| -64% | -$398K | ﹤0.01% | 2110 |
|
|
2023
Q4 | $514K | Sell |
53,076
-9,457
| -15% | -$91.5K | ﹤0.01% | 1486 |
|
|
2023
Q3 | $616K | Buy |
+62,533
| New | +$616K | ﹤0.01% | 1313 |
|