Aaron Wealth 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
2026 Q1	$1.81M	Buy	91,510 +17,129	+23%	+$360K	0.1%	120
2025 Q4	$1.44M	Buy	74,381 +12,098	+19%	+$210K	0.08%	177
2025 Q3	$1.04M	Buy	62,283 +878	+1%	+$14.1K	0.06%	222
2025 Q2	$928K	Buy	61,405 +4,970	+9%	+$71.5K	0.09%	142
2025 Q1	$872K	Buy	56,435 +2,298	+4%	+$35K	0.1%	139
2024 Q4	$784K	Buy	54,137 +4,470	+9%	+$61.4K	0.09%	144
2024 Q3	$627K	Buy	49,667 +8,032	+19%	+$106K	0.07%	162
2024 Q2	$558K	Buy	41,635 +3,654	+10%	+$44.3K	0.08%	159
2024 Q1	$447K	Buy	37,981 +15,407	+68%	+$165K	0.06%	167
2023 Q4	$219K	Buy	+22,574	New	+$219K	0.04%	233
2022 Q2	–	Sell	-14,577	Closed	-$2.33M	–	738
2022 Q1	$2.33M	Buy	+14,577	New	+$104K	0.03%	213