Corient Private Wealth’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	$2.04M	Sell	105,072 -86,060	-45%	-$1.81M	﹤0.01%	1252
2025 Q4	$3.69M	Buy	191,132 +97,282	+104%	+$1.69M	﹤0.01%	1209
2025 Q3	$1.57M	Buy	93,850 +3,223	+4%	+$51.6K	﹤0.01%	1184
2025 Q2	$1.37M	Sell	90,627 -1,940	-2%	-$27.9K	﹤0.01%	1213
2025 Q1	$1.43M	Buy	92,567 +2,386	+3%	+$36.3K	﹤0.01%	1117
2024 Q4	$1.31M	Sell	90,181 -2,039	-2%	-$28K	﹤0.01%	1190
2024 Q3	$1.16M	Buy	92,220 +2,199	+2%	+$29K	﹤0.01%	1330
2024 Q2	$1.21M	Sell	90,021 -1,310	-1%	-$15.9K	﹤0.01%	1253
2024 Q1	$1.07M	Sell	91,331 -344	-0.4%	-$3.69K	﹤0.01%	1295
2023 Q4	$887K	Sell	91,675 -8,685	-9%	-$84.2K	﹤0.01%	1328
2023 Q3	$983K	Buy	100,360 +490	+0.5%	+$4.53K	﹤0.01%	1190
2023 Q2	$852K	Buy	99,870 +2,044	+2%	+$16.9K	﹤0.01%	1214
2023 Q1	$783K	Buy	97,826 +43,730	+81%	+$370K	﹤0.01%	1189
2022 Q4	$434K	Buy	+54,096	New	+$345K	﹤0.01%	1193