Aprio Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Sell	15,891 -4,806	-23%	-$72.6K	0.03%	349
2025 Q1	$320K	Buy	20,697 +6,441	+45%	+$99.6K	0.04%	257
2024 Q4	$207K	Buy	14,256 +2,461	+21%	+$35.7K	0.03%	294
2024 Q3	$149K	Buy	11,795 +863	+8%	+$10.9K	0.02%	277
2024 Q2	$147K	Buy	+10,932	New	+$147K	0.03%	248