BSW Wealth Partners’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	$280K	Sell	14,175 -353	-2%	-$7.42K	0.03%	258
2025 Q4	$281K	Sell	14,528 -816	-5%	-$14.1K	0.03%	256
2025 Q3	$257K	Sell	15,344 -2,499	-14%	-$40K	0.03%	277
2025 Q2	$270K	Sell	17,843 -1,809	-9%	-$26K	0.04%	260
2025 Q1	$304K	Buy	19,652 +837	+4%	+$12.7K	0.05%	232
2024 Q4	$273K	Buy	18,815 +1,170	+7%	+$16.1K	0.04%	246
2024 Q3	$223K	Sell	17,645 -3,204	-15%	-$42.3K	0.04%	275
2024 Q2	$280K	Buy	20,849 +2,820	+16%	+$34.2K	0.05%	219
2024 Q1	$212K	Buy	+18,029	New	+$193K	0.04%	274
2021 Q4	–	Sell	-11,001	Closed	-$77K	–	270
2021 Q3	$77K	Buy	+11,001	New	+$76.6K	0.02%	245
2018 Q4	–	Sell	-10,286	Closed	-$83K	–	136
2018 Q3	$83K	Hold	10,286	–	–	0.03%	136
2018 Q2	$80K	Buy	+10,286	New	+$85.5K	0.03%	90