West Branch 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
Sell
-8
Closed -$122 526
2025
Q1
$122 Hold
8
﹤0.01% 509
2024
Q4
$114 Hold
8
﹤0.01% 520
2024
Q3
$99 Buy
+8
New +$99 ﹤0.01% 544