EverSource Wealth 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	$648K	Buy	32,834 +1,972	+6%	+$41.4K	0.02%	504
2025 Q4	$597K	Sell	30,862 -1,219	-4%	-$21.1K	0.02%	485
2025 Q3	$537K	Sell	32,081 -41	-0.1%	-$657	0.02%	474
2025 Q2	$485K	Buy	32,122 +24,384	+315%	+$351K	0.02%	465
2025 Q1	$120K	Sell	7,738 -8,580	-53%	-$131K	0.01%	846
2024 Q4	$236K	Buy	16,318 +14,016	+609%	+$193K	0.01%	592
2024 Q3	$29.1K	Buy	2,302 +40	+2%	+$528	﹤0.01%	1297
2024 Q2	$32.7K	Sell	2,262 -284	-11%	-$3.44K	﹤0.01%	1286
2024 Q1	$28.8K	Buy	2,546 +697	+38%	+$7.48K	﹤0.01%	1201
2023 Q4	$17.9K	Buy	1,849 +152	+9%	+$1.47K	﹤0.01%	1286
2023 Q3	$16.7K	Sell	1,697 -78	-4%	-$721	﹤0.01%	1196
2023 Q2	$15.3K	Sell	1,775 -105	-6%	-$867	﹤0.01%	1255
2023 Q1	$15K	Hold	1,880	–	–	﹤0.01%	1195
2022 Q4	$15.1K	Sell	1,880 -2,818	-60%	-$17.9K	﹤0.01%	1170
2022 Q3	$26K	Buy	4,698 +4,327	+1,166%	+$26.1K	0.01%	825
2022 Q2	$2K	Sell	371 -1,304	-78%	-$7.88K	﹤0.01%	1562
2022 Q1	$11K	Buy	1,675 +185	+12%	+$1.32K	﹤0.01%	948
2021 Q4	$10K	Buy	+1,490	New	+$10.1K	﹤0.01%	974