Drive Wealth Management’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	$430K	Sell	21,775 -2,642	-11%	-$55.5K	0.09%	187
2025 Q4	$472K	Buy	24,417 +3,137	+15%	+$54.4K	0.09%	171
2025 Q3	$356K	Buy	21,280 +320	+2%	+$5.13K	0.08%	210
2025 Q2	$322K	Sell	20,960 -101	-0.5%	-$1.45K	0.07%	227
2025 Q1	$326K	Sell	21,061 -534	-2%	-$8.12K	0.08%	205
2024 Q4	$313K	Buy	21,595 +572	+3%	+$7.86K	0.08%	210
2024 Q3	$266K	Buy	21,023 +185	+0.9%	+$2.44K	0.07%	238
2024 Q2	$279K	Buy	20,838 +422	+2%	+$5.11K	0.08%	215
2024 Q1	$240K	Buy	20,416 +1,354	+7%	+$14.5K	0.07%	252
2023 Q4	$185K	Buy	19,062 +1,314	+7%	+$12.7K	0.06%	275
2023 Q3	$175K	Buy	17,748 +2,343	+15%	+$21.7K	0.06%	249
2023 Q2	$135K	Buy	15,405 +1,834	+14%	+$15.2K	0.05%	260
2023 Q1	$109K	Sell	13,571 -429	-3%	-$3.63K	0.05%	277
2022 Q4	$112K	Buy	14,000 +624	+5%	+$3.97K	0.06%	237
2022 Q3	$74K	Buy	+13,376	New	+$80.7K	0.07%	152