Curi RMB Capital’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
2019 Q3	–	Sell	-31,001	Closed	-$219K	–	787
2019 Q2	$219K	Sell	31,001 -2,485	-7%	-$17.6K	0.01%	685
2019 Q1	$235K	Sell	33,486 -1,986	-6%	-$14.2K	0.01%	714
2018 Q4	$231K	Sell	35,472 -1,774	-5%	-$13.2K	0.01%	802
2018 Q3	$299K	Sell	37,246 -15,786	-30%	-$125K	0.01%	732
2018 Q2	$412K	Sell	53,032 -5,739	-10%	-$47.7K	0.01%	661
2018 Q1	$500K	Sell	58,771 -711	-1%	-$6.35K	0.01%	617
2017 Q4	$517K	Buy	59,482 +7,210	+14%	+$58.4K	0.01%	599
2017 Q3	$404K	Buy	52,272 +4,599	+10%	+$35.1K	0.01%	556
2017 Q2	$375K	Buy	+47,673	New	+$354K	0.01%	576
2014 Q3	–	Sell	-10,576	Closed	-$90K	–	456
2014 Q2	$90K	Sell	10,576 -5,286	-33%	-$43.5K	0.01%	423
2014 Q1	$137K	Sell	15,862 -5,009	-24%	-$46.9K	0.01%	366
2013 Q4	$219K	Sell	20,871 -3,772	-15%	-$37.5K	0.02%	336
2013 Q3	$240K	Sell	24,643 -8,655	-26%	-$82.2K	0.02%	330
2013 Q2	$307K	Buy	+33,298	New	+$297K	0.02%	286