Arax Advisory Partners’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	$193K	Sell	9,472 -9,317	-50%	-$196K	0.01%	1094
2025 Q4	$363K	Sell	18,789 -3,689	-16%	-$63.9K	0.01%	734
2025 Q3	$376K	Buy	22,478 +18,735	+501%	+$300K	0.01%	1015
2025 Q2	$56.6K	Buy	3,743 +2,997	+402%	+$43.1K	﹤0.01%	1176
2025 Q1	$11.5K	Buy	+746	New	+$11.3K	﹤0.01%	1520
2019 Q3	–	Sell	-5,539	Closed	-$39K	–	603
2019 Q2	$39K	Buy	+5,539	New	+$39.2K	0.01%	353
2018 Q4	$37K	Sell	5,638 -501	-8%	-$3.74K	0.01%	305
2018 Q3	$49K	Sell	6,139 -12,860	-68%	-$102K	0.02%	291
2018 Q2	$147K	Buy	18,999 +3,871	+26%	+$32.2K	0.06%	121
2018 Q1	$128K	Sell	15,128 -1,274	-8%	-$11.4K	0.07%	116
2017 Q4	$142K	Buy	16,402 +389	+2%	+$3.15K	0.06%	124
2017 Q3	$123K	Buy	16,013 +436	+3%	+$3.32K	0.06%	129
2017 Q2	$122K	Buy	15,577 +8,017	+106%	+$59.6K	0.06%	137
2017 Q1	$54K	Buy	7,560 +3,475	+85%	+$27K	0.03%	194
2016 Q4	$31K	Buy	+4,085	New	+$29.7K	0.02%	218