D'Orazio & Associates’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	$204K	Hold	10,340	–	–	0.03%	279
2025 Q4	$200K	Buy	10,340 +16	+0.2%	+$277	0.03%	271
2025 Q3	$173K	Sell	10,324 -147	-1%	-$2.35K	0.02%	264
2025 Q2	$158K	Sell	10,471 -634	-6%	-$9.12K	0.02%	265
2025 Q1	$172K	Buy	11,105 +867	+8%	+$13.2K	0.03%	241
2024 Q4	$148K	Buy	10,238 +94	+0.9%	+$1.29K	0.02%	232
2024 Q3	$128K	Sell	10,144 -381	-4%	-$5.03K	0.02%	234
2024 Q2	$141K	Buy	10,525 +459	+5%	+$5.56K	0.02%	200
2024 Q1	$118K	Sell	10,066 -106	-1%	-$1.14K	0.02%	189
2023 Q4	$98.5K	Buy	+10,172	New	+$98.6K	0.02%	174
2021 Q4	–	Sell	-4,015	Closed	-$28K	–	607
2021 Q3	$28K	Buy	+4,015	New	+$27.9K	0.01%	310