BOK Financial’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
2024 Q1	–	Sell	-1,469	Closed	-$14.2K	–	1317
2023 Q4	$14.2K	Hold	1,469	–	–	﹤0.01%	907
2023 Q3	$14.2K	Buy	+1,469	New	+$13.6K	﹤0.01%	875
2023 Q2	–	Sell	-701	Closed	-$5.61K	–	1169
2023 Q1	$5.61K	Sell	701 -23,111	-97%	-$196K	﹤0.01%	1039
2022 Q4	$191K	Sell	23,812 -8,646	-27%	-$55.1K	﹤0.01%	862
2022 Q3	$178K	Buy	32,458 +3,200	+11%	+$19.3K	﹤0.01%	854
2022 Q2	$173K	Sell	29,258 -12,495	-30%	-$75.5K	﹤0.01%	870
2022 Q1	$262K	Buy	41,753 +5,301	+15%	+$37.8K	﹤0.01%	862
2021 Q4	$247K	Sell	36,452 -1,681	-4%	-$11.4K	﹤0.01%	886
2021 Q3	$267K	Buy	+38,133	New	+$265K	﹤0.01%	844
2021 Q1	$218K	Buy	30,183 +1,544	+5%	+$10.8K	﹤0.01%	858
2020 Q4	$177K	Buy	28,639 +8,573	+43%	+$50.3K	﹤0.01%	879
2020 Q3	$113K	Buy	20,066 +77	+0.4%	+$441	﹤0.01%	835
2020 Q2	$112K	Buy	19,989 +5,604	+39%	+$30.3K	﹤0.01%	828
2020 Q1	$69K	Sell	14,385 -2,690	-16%	-$17.3K	﹤0.01%	808
2019 Q4	$127K	Buy	17,075 +190	+1%	+$1.37K	﹤0.01%	908
2019 Q3	$115K	Sell	16,885 -468	-3%	-$3.2K	﹤0.01%	883
2019 Q2	$123K	Sell	17,353 -5,099	-23%	-$36.1K	﹤0.01%	884
2019 Q1	$157K	Buy	22,452 +564	+3%	+$4.03K	﹤0.01%	878
2018 Q4	$142K	Buy	21,888 +4,089	+23%	+$30.5K	﹤0.01%	845
2018 Q3	$142K	Sell	17,799 -764	-4%	-$6.04K	﹤0.01%	891
2018 Q2	$144K	Buy	18,563 +1,555	+9%	+$12.9K	﹤0.01%	888
2018 Q1	$144K	Buy	17,008 +2,439	+17%	+$21.8K	﹤0.01%	876
2017 Q4	$127K	Buy	+14,569	New	+$118K	﹤0.01%	891