Bleakley Financial Group’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	$480K	Sell	24,309 -1,883	-7%	-$39.6K	0.01%	639
2025 Q4	$506K	Buy	26,192 +7,483	+40%	+$130K	0.01%	580
2025 Q3	$313K	Buy	18,709 +391	+2%	+$6.26K	0.01%	560
2025 Q2	$277K	Buy	18,318 +126	+0.7%	+$1.81K	0.01%	551
2025 Q1	$281K	Buy	18,192 +909	+5%	+$13.8K	0.01%	485
2024 Q4	$250K	Sell	17,283 -183	-1%	-$2.51K	0.01%	867
2024 Q3	$221K	Sell	17,466 -432,985	-96%	-$5.72M	0.01%	891
2024 Q2	$6.04M	Sell	450,451 -4,831	-1%	-$58.5K	0.17%	115
2024 Q1	$5.36M	Sell	455,282 -12,727	-3%	-$137K	0.16%	130
2023 Q4	$4.53M	Sell	468,009 -26,963	-5%	-$261K	0.14%	135
2023 Q3	$4.88M	Sell	494,972 -2,365	-0.5%	-$21.9K	0.17%	114
2023 Q2	$4.28M	Buy	497,337 +6,478	+1%	+$53.5K	0.13%	142
2023 Q1	$3.93M	Buy	490,859 +171,297	+54%	+$1.45M	0.13%	148
2022 Q4	$2.56M	Buy	+319,562	New	+$2.04M	0.09%	201