Capital Performance Advisors’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	$204K	Buy	13,491 +3,337	+33%	+$50.4K	0.04%	247
2025 Q1	$157K	Buy	+10,154	New	+$157K	0.03%	249