Wedmont Private Capital’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 | $252K | Sell |
16,942
-218
| -1% | -$3.24K | 0.01% | 644 |
|
|
2025
Q1 | $222K | Buy |
17,160
+801
| +5% | +$10.3K | 0.01% | 617 |
|
|
2024
Q4 | $231K | Buy |
16,359
+223
| +1% | +$3.15K | 0.01% | 617 |
|
|
2024
Q3 | $209K | Buy |
16,136
+1,312
| +9% | +$17K | 0.01% | 621 |
|
|
2024
Q2 | $203K | Buy |
14,824
+1,924
| +15% | +$26.3K | 0.01% | 609 |
|
|
2024
Q1 | $150K | Buy |
12,900
+216
| +2% | +$2.51K | 0.01% | 584 |
|
|
2023
Q4 | $126K | Buy |
12,684
+2,517
| +25% | +$25.1K | 0.01% | 550 |
|
|
2023
Q3 | $99.6K | Buy |
+10,167
| New | +$99.6K | 0.01% | 492 |
|