Eagle Bay Advisors’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
2025 Q1	–	Sell	-963	Closed	-$14K	–	820
2024 Q4	$14K	Hold	963	–	–	0.01%	520
2024 Q3	$12.2K	Hold	963	–	–	﹤0.01%	745
2024 Q2	$12.9K	Hold	963	–	–	0.01%	509
2024 Q1	$11.3K	Hold	963	–	–	0.01%	550
2023 Q4	$9.32K	Sell	963 -463	-32%	-$4.49K	0.01%	540
2023 Q3	$14K	Hold	1,426	–	–	0.01%	559
2023 Q2	$12.3K	Hold	1,426	–	–	0.01%	579
2023 Q1	$11.4K	Sell	1,426 -266	-16%	-$2.25K	0.01%	585
2022 Q4	$13.6K	Hold	1,692	–	–	0.01%	575
2022 Q3	$9K	Hold	1,692	–	–	0.01%	613
2022 Q2	$9.98K	Buy	+1,692	New	+$10.2K	0.01%	648
2022 Q1	–	Sell	-1,782	Closed	-$12K	–	864
2021 Q4	$12K	Buy	1,782 +1,692	+1,880%	+$11.5K	0.01%	671
2021 Q3	$1K	Sell	90 -1,602	-95%	-$11.1K	﹤0.01%	1056
2021 Q2	$13K	Buy	+1,692	New	+$12.1K	0.01%	645