Balentine LLC’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
2022 Q3	–	Sell	-10,264	Closed	-$61K	–	694
2022 Q2	$61K	Sell	10,264 -12,422	-55%	-$75K	﹤0.01%	582
2022 Q1	$142K	Buy	22,686 +5,470	+32%	+$39K	﹤0.01%	564
2021 Q4	$117K	Buy	17,216 +1,061	+7%	+$7.19K	﹤0.01%	356
2021 Q3	$113K	Sell	16,155 -1,214	-7%	-$8.45K	﹤0.01%	255
2021 Q2	$120K	Buy	17,369 +10	+0.1%	+$72	﹤0.01%	178
2021 Q1	$126K	Buy	17,359 +558	+3%	+$3.89K	0.01%	150
2020 Q4	$104K	Sell	16,801 -342	-2%	-$2.01K	﹤0.01%	137
2020 Q3	$96K	Buy	17,143 +737	+4%	+$4.22K	﹤0.01%	123
2020 Q2	$92K	Buy	+16,406	New	+$88.6K	0.01%	158
2019 Q4	–	Sell	-3,792	Closed	-$26K	–	737
2019 Q3	$26K	Buy	3,792 +942	+33%	+$6.43K	﹤0.01%	209
2019 Q2	$20K	Hold	2,850	–	–	﹤0.01%	211
2019 Q1	$20K	Buy	+2,850	New	+$20.4K	﹤0.01%	206
2018 Q4	–	Sell	-5,900	Closed	-$47K	–	473
2018 Q3	$47K	Buy	+5,900	New	+$46.6K	﹤0.01%	74