Beverly Hills Private Wealth’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	$339K	Sell	17,177 -1,503	-8%	-$31.6K	0.06%	246
2025 Q4	$361K	Buy	18,680 +391	+2%	+$6.78K	0.06%	222
2025 Q3	$306K	Buy	18,289 +4,263	+30%	+$68.3K	0.05%	260
2025 Q2	$212K	Sell	14,026 -510	-4%	-$7.33K	0.04%	318
2025 Q1	$225K	Buy	14,536 +290	+2%	+$4.41K	0.04%	321
2024 Q4	$206K	Sell	14,246 -386	-3%	-$5.3K	0.04%	318
2024 Q3	$185K	Sell	14,632 -3,845	-21%	-$50.8K	0.04%	324
2024 Q2	$248K	Buy	18,477 +108	+0.6%	+$1.31K	0.05%	301
2024 Q1	$216K	Buy	18,369 +867	+5%	+$9.3K	0.05%	332
2023 Q4	$169K	Sell	17,502 -36,893	-68%	-$358K	0.04%	326
2023 Q3	$536K	Sell	54,395 -56,005	-51%	-$518K	0.16%	139
2023 Q2	$1.01M	Buy	110,400 +59,843	+118%	+$494K	0.17%	135
2023 Q1	$404K	Buy	50,557 +28,596	+130%	+$242K	0.13%	181
2022 Q4	$176K	Buy	+21,961	New	+$140K	0.08%	217