Capital Insight Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$804K	Buy	53,223 +2,095	+4%	+$31.7K	0.14%	106
2025 Q1	$790K	Buy	51,128 +1,971	+4%	+$30.5K	0.14%	113
2024 Q4	$712K	Buy	49,157 +18,415	+60%	+$267K	0.12%	121
2024 Q3	$388K	Buy	+30,742	New	+$388K	0.07%	135