Cape Investment Advisory’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	–	Sell	-3,120	Closed	-$60.3K	–	1039
2025 Q4	$60.3K	Buy	3,120 +1,740	+126%	+$30.2K	0.02%	379
2025 Q3	$23.1K	Sell	1,380 -1,478	-52%	-$23.7K	0.02%	305
2025 Q2	$43.2K	Buy	2,858 +2,087	+271%	+$30K	0.02%	392
2025 Q1	$11.9K	Sell	771 -219	-22%	-$3.33K	﹤0.01%	571
2024 Q4	$14.3K	Hold	990	–	–	0.01%	527
2024 Q3	$12.5K	Hold	990	–	–	0.01%	529
2024 Q2	$13.3K	Hold	990	–	–	0.01%	478
2024 Q1	$11.7K	Buy	990 +306	+45%	+$3.28K	0.01%	522
2023 Q4	$6.62K	Hold	684	–	–	﹤0.01%	735
2023 Q3	$6.74K	Hold	684	–	–	﹤0.01%	623
2023 Q2	$5.88K	Buy	684 +172	+34%	+$1.42K	﹤0.01%	632
2023 Q1	$4.1K	Buy	+512	New	+$4.33K	﹤0.01%	716