World Investment Advisors’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
Sell
2025
Q2
$212K Sell
2025
Q1
$417K Buy
2024
Q4
$205K Buy
2024
Q3
$140K Buy