WA
SMFG icon

Wealthstream Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealthstream Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$179K Buy
11,849
+244
+2% +$3.69K 0.03% 170
2025
Q1 		$179K Buy
11,605
+122
+1% +$1.89K 0.03% 150
2024
Q4 		$166K Buy
11,483
+794
+7% +$11.5K 0.03% 153
2024
Q3 		$135K Buy
10,689
+28
+0.3% +$354 0.02% 150
2024
Q2 		$143K Buy
+10,661
New +$143K 0.05% 138