F.L. Putnam Investment 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	$665K	Buy	33,675 +3,708	+12%	+$77.9K	0.01%	377
2025 Q4	$579K	Buy	29,967 +19,790	+194%	+$343K	0.01%	396
2025 Q3	$170K	Sell	10,177 -1,539	-13%	-$24.7K	﹤0.01%	568
2025 Q2	$177K	Buy	11,716 +921	+9%	+$13.2K	﹤0.01%	567
2025 Q1	$167K	Sell	10,795 -207	-2%	-$3.15K	﹤0.01%	553
2024 Q4	$159K	Buy	11,002 +281	+3%	+$3.86K	﹤0.01%	555
2024 Q3	$135K	Sell	10,721 -665	-6%	-$8.78K	﹤0.01%	559
2024 Q2	$153K	Buy	11,386 +96	+0.9%	+$1.16K	﹤0.01%	545
2024 Q1	$133K	Buy	11,290 +115	+1%	+$1.23K	﹤0.01%	477
2023 Q4	$108K	Buy	+11,175	New	+$108K	﹤0.01%	473
2018 Q2	–	Sell	-14,745	Closed	-$125K	–	241
2018 Q1	$125K	Buy	+14,745	New	+$132K	0.01%	233