Cetera Investment Advisers’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	$5.63M	Buy	284,919 +6,733	+2%	+$141K	0.01%	1427
2025 Q4	$5.38M	Buy	278,186 +6,700	+2%	+$116K	0.01%	1417
2025 Q3	$4.54M	Sell	271,486 -10,592	-4%	-$170K	0.01%	1471
2025 Q2	$4.26M	Buy	282,078 +26,499	+10%	+$381K	0.01%	1298
2025 Q1	$3.95M	Buy	255,579 +34,257	+15%	+$521K	0.01%	1265
2024 Q4	$3.21M	Buy	221,322 +60,788	+38%	+$835K	0.01%	1312
2024 Q3	$2.03M	Buy	160,534 +26,013	+19%	+$344K	﹤0.01%	1620
2024 Q2	$1.8M	Buy	134,521 +18,342	+16%	+$222K	﹤0.01%	1646
2024 Q1	$1.37M	Buy	116,179 +101,511	+692%	+$1.09M	﹤0.01%	1826
2023 Q4	$142K	Sell	14,668 -14,855	-50%	-$144K	﹤0.01%	2102
2023 Q3	$291K	Sell	29,523 -552	-2%	-$5.11K	﹤0.01%	1750
2023 Q2	$259K	Buy	30,075 +1,235	+4%	+$10.2K	﹤0.01%	1837
2023 Q1	$231K	Sell	28,840 -5,445	-16%	-$46.1K	﹤0.01%	1866
2022 Q4	$275K	Buy	34,285 +9,343	+37%	+$59.5K	﹤0.01%	1718
2022 Q3	$137K	Buy	24,942 +41	+0.2%	+$247	﹤0.01%	1546
2022 Q2	$147K	Buy	24,901 +1,390	+6%	+$8.4K	﹤0.01%	1702
2022 Q1	$147K	Buy	23,511 +6,826	+41%	+$48.6K	﹤0.01%	1767
2021 Q4	$113K	Buy	16,685 +711	+4%	+$4.82K	﹤0.01%	1786
2021 Q3	$112K	Buy	15,974 +5,254	+49%	+$36.6K	﹤0.01%	1730
2021 Q2	$74K	Buy	+10,720	New	+$76.9K	﹤0.01%	1741