Bell Investment Advisors’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	$7.58K	Hold	384	–	–	﹤0.01%	796
2025 Q4	$7.42K	Hold	384	–	–	﹤0.01%	814
2025 Q3	$6.43K	Hold	384	–	–	﹤0.01%	814
2025 Q2	$5.8K	Buy	384 +109	+40%	+$1.57K	﹤0.01%	919
2025 Q1	$4.25K	Buy	275 +108	+65%	+$1.64K	﹤0.01%	989
2024 Q4	$2.42K	Hold	167	–	–	﹤0.01%	1255
2024 Q3	$2.11K	Hold	167	–	–	﹤0.01%	1332
2024 Q2	$2.24K	Hold	167	–	–	﹤0.01%	1306
2024 Q1	$1.97K	Buy	167 +111	+198%	+$1.19K	﹤0.01%	1370
2023 Q4	$543	Sell	56 -63	-53%	-$611	﹤0.01%	1801
2023 Q3	$1.17K	Buy	119 +56	+89%	+$518	﹤0.01%	1505
2023 Q2	$542	Hold	63	–	–	﹤0.01%	1811
2023 Q1	$504	Sell	63 -232	-79%	-$1.96K	﹤0.01%	1824
2022 Q4	$2.37K	Buy	295 +63	+27%	+$401	﹤0.01%	1197
2022 Q3	$1K	Hold	232	–	–	﹤0.01%	1570
2022 Q2	$1K	Buy	+232	New	+$1.4K	﹤0.01%	1596
2021 Q4	$11K	Buy	1,562 +757	+94%	+$5.13K	﹤0.01%	471
2021 Q3	$6K	Buy	+805	New	+$5.6K	﹤0.01%	661