Blue Trust Inc’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	$329K	Sell	16,682 -5,071	-23%	-$107K	﹤0.01%	622
2025 Q4	$420K	Sell	21,753 -2,024	-9%	-$35.1K	﹤0.01%	545
2025 Q3	$398K	Sell	23,777 -243	-1%	-$3.89K	﹤0.01%	572
2025 Q2	$363K	Buy	24,020 +6,586	+38%	+$94.7K	﹤0.01%	564
2025 Q1	$270K	Buy	17,434 +5,137	+42%	+$78.1K	﹤0.01%	602
2024 Q4	$178K	Sell	12,297 -26,146	-68%	-$359K	﹤0.01%	690
2024 Q3	$516K	Buy	38,443 +22,507	+141%	+$297K	0.01%	455
2024 Q2	$188K	Buy	15,936 +10,833	+212%	+$131K	﹤0.01%	736
2024 Q1	$60.1K	Sell	5,103 -9,731	-66%	-$104K	﹤0.01%	857
2023 Q4	$147K	Buy	14,834 +5,918	+66%	+$57.4K	﹤0.01%	550
2023 Q3	$77K	Buy	8,916 +4,129	+86%	+$38.2K	﹤0.01%	704
2023 Q2	$38K	Sell	4,787 -6,526	-58%	-$53.9K	﹤0.01%	801
2023 Q1	$91K	Sell	11,313 -5,117	-31%	-$43.3K	﹤0.01%	803
2022 Q4	$90K	Buy	16,430 +10,450	+175%	+$66.6K	﹤0.01%	704
2022 Q3	$36K	Buy	5,980 +4,199	+236%	+$25.3K	﹤0.01%	872
2022 Q2	$11K	Buy	+1,781	New	+$10.8K	﹤0.01%	1180