Allworth Financial’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	$152K	Buy	7,692 +2,945	+62%	+$61.9K	﹤0.01%	1573
2025 Q4	$91.8K	Buy	4,747 +872	+23%	+$15.1K	﹤0.01%	1804
2025 Q3	$64.9K	Buy	3,875 +1,122	+41%	+$18K	﹤0.01%	1943
2025 Q2	$41.6K	Buy	2,753 +955	+53%	+$13.7K	﹤0.01%	2064
2025 Q1	$24.8K	Buy	1,798 +201	+13%	+$3.06K	﹤0.01%	1948
2024 Q4	$23.2K	Buy	1,597 +395	+33%	+$5.43K	﹤0.01%	2003
2024 Q3	$15.2K	Sell	1,202 -275	-19%	-$3.63K	﹤0.01%	2074
2024 Q2	$20.6K	Buy	1,477 +143	+11%	+$1.73K	﹤0.01%	1863
2024 Q1	$15.7K	Buy	1,334 +349	+35%	+$3.74K	﹤0.01%	1907
2023 Q4	$9.54K	Buy	985 +101	+11%	+$979	﹤0.01%	1996
2023 Q3	$8.71K	Buy	884 +134	+18%	+$1.24K	﹤0.01%	1894
2023 Q2	$6.45K	Sell	750 -148	-16%	-$1.22K	﹤0.01%	2007
2023 Q1	$7.18K	Buy	898 +148	+20%	+$1.25K	﹤0.01%	1902
2022 Q4	$6.01K	Sell	750 -580	-44%	-$3.69K	﹤0.01%	1832
2022 Q3	$7K	Sell	1,330 -15	-1%	-$90	﹤0.01%	1789
2022 Q2	$8K	Buy	+1,345	New	+$8.13K	﹤0.01%	1646
2018 Q4	–	Sell	-736	Closed	-$6K	–	936
2018 Q3	$6K	Hold	736	–	–	﹤0.01%	641
2018 Q2	$6K	Buy	+736	New	+$6.12K	﹤0.01%	605