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Whipplewood Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Whipplewood 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 		$18.4K Buy
1,217
+1,209
+15,113% +$18.3K 0.01% 478
2025
Q1 		$20.3K Sell
8
-1,303
-99% -$3.3M 0.01% 450
2024
Q4 		$19K Buy
+1,311
New +$19K 0.01% 451