Clearstead 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	–	Sell	-55	Closed	-$851	–	2866
2025 Q1	$851	Sell	55 -1	-2%	-$15	﹤0.01%	2004
2024 Q4	$812	Buy	+56	New	+$812	﹤0.01%	1941
2021 Q3	–	Sell	-256	Closed	-$2K	–	1372
2021 Q2	$2K	Buy	+256	New	+$2K	﹤0.01%	1077