Creative Financial Designs’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	$6.14K	Hold	311	–	–	﹤0.01%	1535
2025 Q4	$6.01K	Buy	311 +66	+27%	+$1.14K	﹤0.01%	1472
2025 Q3	$4.1K	Buy	245 +80	+48%	+$1.28K	﹤0.01%	1573
2025 Q2	$2.49K	Sell	165 -181	-52%	-$2.6K	﹤0.01%	1649
2025 Q1	$5.35K	Buy	+346	New	+$5.26K	﹤0.01%	1471
2021 Q4	–	Sell	-576	Closed	-$4K	–	1424
2021 Q3	$4K	Hold	576	–	–	﹤0.01%	1210
2021 Q2	$4K	Hold	576	–	–	﹤0.01%	1233
2021 Q1	$4K	Sell	576 -159	-22%	-$1.11K	﹤0.01%	1118
2020 Q4	$5K	Hold	735	–	–	﹤0.01%	992
2020 Q3	$4K	Buy	735 +576	+362%	+$3.3K	﹤0.01%	990
2020 Q2	$1K	Buy	+159	New	+$859	﹤0.01%	1125
2018 Q4	–	Sell	-159	Closed	-$1K	–	741
2018 Q3	$1K	Hold	159	–	–	﹤0.01%	712
2018 Q2	$1K	Hold	159	–	–	﹤0.01%	723
2018 Q1	$1K	Hold	159	–	–	﹤0.01%	669
2017 Q4	$1K	Hold	159	–	–	﹤0.01%	668
2017 Q3	$1K	Sell	159 -2	-1%	-$15	﹤0.01%	701
2017 Q2	$1K	Hold	161	–	–	﹤0.01%	716
2017 Q1	$1K	Buy	161 +2	+1%	+$16	﹤0.01%	673
2016 Q4	$1K	Buy	+159	New	+$1.16K	﹤0.01%	681