Capital Wealth Planning’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	$25.8M	Buy	1,305,755 +222,610	+21%	+$4.68M	0.14%	46
2025 Q4	$21.1M	Buy	1,083,145 +296,280	+38%	+$5.14M	0.14%	38
2025 Q3	$13.2M	Buy	786,865 +189,290	+32%	+$3.03M	0.09%	41
2025 Q2	$9.03M	Buy	597,575 +325,767	+120%	+$4.68M	0.07%	42
2025 Q1	$4.2M	Buy	271,808 +118,336	+77%	+$1.8M	0.04%	56
2024 Q4	$2.22M	Buy	153,472 +40,131	+35%	+$551K	0.02%	66
2024 Q3	$1.43M	Sell	113,341 -207,126	-65%	-$2.74M	0.01%	84
2024 Q2	$4.3M	Buy	320,467 +84,901	+36%	+$1.03M	0.05%	40
2024 Q1	$2.77M	Buy	235,566 +118,235	+101%	+$1.27M	0.03%	52
2023 Q4	$1.14M	Buy	+117,331	New	+$1.14M	0.01%	77