Eagle Global 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
2026 Q1	$5.81M	Sell	294,000 -5,000	-2%	-$105K	0.21%	87
2025 Q4	$5.78M	Sell	299,000 -6,000	-2%	-$104K	0.21%	87
2025 Q3	$5.11M	Sell	305,000 -6,000	-2%	-$96.1K	0.2%	89
2025 Q2	$4.7M	Hold	311,000	–	–	0.19%	90
2025 Q1	$4.81M	Sell	311,000 -25,000	-7%	-$380K	0.2%	83
2024 Q4	$4.87M	Hold	336,000	–	–	0.2%	85
2024 Q3	$4.24M	Buy	336,000 +54,000	+19%	+$713K	0.21%	83
2024 Q2	$3.78M	Buy	282,000 +12,000	+4%	+$145K	0.2%	86
2024 Q1	$3.18M	Buy	270,000 +60,000	+29%	+$644K	0.18%	90
2023 Q4	$2.03M	Buy	210,000 +6,000	+3%	+$58.2K	0.12%	121
2023 Q3	$2.01M	Hold	204,000	–	–	0.13%	110
2023 Q2	$1.75M	Buy	+204,000	New	+$1.69M	0.12%	120
2016 Q1	–	Sell	-201,326	Closed	-$1.53M	–	394
2015 Q4	$1.53M	Buy	+201,326	New	+$1.58M	0.05%	140
2015 Q1	–	Sell	-121,050	Closed	-$881K	–	382
2014 Q4	$881K	Sell	121,050 -718,597	-86%	-$5.45M	0.02%	173
2014 Q3	$6.88M	Sell	839,647 -2,511	-0.3%	-$20.6K	0.17%	90
2014 Q2	$7.13M	Sell	842,158 -8,825	-1%	-$72.7K	0.18%	85
2014 Q1	$7.36M	Sell	850,983 -55,067	-6%	-$515K	0.23%	78
2013 Q4	$9.5M	Buy	906,050 +2,047	+0.2%	+$20.4K	0.3%	60
2013 Q3	$8.8M	Sell	904,003 -16,207	-2%	-$154K	0.31%	56
2013 Q2	$8.48M	Buy	+920,210	New	+$8.22M	0.32%	53