West Family Investments’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
Q3 | $402K | Hold |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $390K | Hold |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $173K | Buy |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $145K | Sell |
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|
2022
Q4 | $167K | Sell |
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|
2022
Q3 | $584K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $759K | Buy |
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|
2021
Q4 | $818K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $182K | Buy |
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