Atlas Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Atlas Capital Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Sell	11,280 -15,734	-58%	-$331K	0.03%	394
2025 Q4	$522K	Buy	+27,014	New	+$468K	0.06%	251
2025 Q2	$380K	Sell	25,151 -6,170	-20%	-$88.7K	0.05%	296
2025 Q1	$484K	Buy	31,321 +342	+1%	+$5.2K	0.06%	267
2024 Q4	$449K	Sell	30,979 -489	-2%	-$6.72K	0.06%	259
2024 Q3	$397K	Sell	31,468 -154	-0.5%	-$2.03K	0.06%	266
2024 Q2	$424K	Buy	31,622 +4,233	+15%	+$51.3K	0.06%	254
2024 Q1	$322K	Sell	27,389 -639	-2%	-$6.86K	0.05%	291
2023 Q4	$271K	Hold	28,028	–	–	0.04%	318
2023 Q3	$276K	Hold	28,028	–	–	0.05%	292
2023 Q2	$241K	Sell	28,028 -1,944	-6%	-$16.1K	0.04%	331
2023 Q1	$240K	Hold	29,972	–	–	0.04%	324
2022 Q4	$240K	Sell	29,972 -16,195	-35%	-$103K	0.04%	311
2022 Q3	$254K	Hold	46,167	–	–	0.05%	301
2022 Q2	$272K	Buy	46,167 +20,717	+81%	+$125K	0.05%	307
2022 Q1	$160K	Buy	25,450 +2,124	+9%	+$15.1K	0.02%	396
2021 Q4	$158K	Hold	23,326	–	–	0.02%	391
2021 Q3	$164K	Buy	23,326 +1,482	+7%	+$10.3K	0.03%	374
2021 Q2	$151K	Buy	21,844 +1,892	+9%	+$13.6K	0.03%	400
2021 Q1	$145K	Hold	19,952	–	–	0.03%	367
2020 Q4	$123K	Sell	19,952 -3,025	-13%	-$17.7K	0.03%	368
2020 Q3	$128K	Sell	22,977 -26,270	-53%	-$151K	0.03%	303
2020 Q2	$277K	Hold	49,247	–	–	0.06%	265
2020 Q1	$236K	Buy	49,247 +21,162	+75%	+$136K	0.07%	244
2019 Q4	$208K	Sell	28,085 -19,546	-41%	-$141K	0.05%	312
2019 Q3	$326K	Buy	47,631 +28,085	+144%	+$192K	0.1%	252
2019 Q2	$138K	Sell	19,546 -2,024	-9%	-$14.3K	0.05%	358
2019 Q1	$152K	Sell	21,570 -9,786	-31%	-$70K	0.05%	305
2018 Q4	$204K	Sell	31,356 -16,860	-35%	-$126K	0.08%	253
2018 Q3	$388K	Hold	48,216	–	–	0.13%	206
2018 Q2	$371K	Buy	48,216 +23,600	+96%	+$196K	0.13%	199
2018 Q1	$209K	Buy	+24,616	New	+$220K	0.06%	280