Coldstream Capital Management’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	$813K	Buy	53,257 +32,373	+155%	+$494K	0.01%	480
2025 Q1	$323K	Buy	20,884 +588	+3%	+$9.09K	0.01%	780
2024 Q4	$294K	Buy	20,296 +5,371	+36%	+$77.8K	0.01%	836
2024 Q3	$189K	Buy	+14,925	New	+$189K	﹤0.01%	1042