Choate Investment Advisors’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	$289K	Buy	14,642 +580	+4%	+$12.2K	0.01%	383
2025 Q4	$272K	Hold	14,062	–	–	0.01%	386
2025 Q3	$235K	Hold	14,062	–	–	﹤0.01%	378
2025 Q2	$212K	Sell	14,062 -610	-4%	-$8.77K	﹤0.01%	391
2025 Q1	$227K	Buy	14,672 +3,875	+36%	+$58.9K	0.01%	368
2024 Q4	$156K	Buy	+10,797	New	+$148K	﹤0.01%	393
2014 Q4	–	Sell	-12,770	Closed	-$105K	–	285
2014 Q3	$105K	Hold	12,770	–	–	0.01%	254
2014 Q2	$108K	Hold	12,770	–	–	0.01%	264
2014 Q1	$110K	Hold	12,770	–	–	0.01%	266
2013 Q4	$134K	Hold	12,770	–	–	0.01%	262
2013 Q3	$124K	Hold	12,770	–	–	0.01%	248
2013 Q2	$118K	Buy	+12,770	New	+$114K	0.01%	250