Farther Finance 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	$838K	Buy	40,493 +16,177	+67%	+$340K	0.01%	1087
2025 Q4	$470K	Buy	24,316 +9,566	+65%	+$166K	0.01%	1346
2025 Q3	$247K	Buy	14,750 +922	+7%	+$14.8K	﹤0.01%	1494
2025 Q2	$209K	Buy	13,828 +3,386	+32%	+$48.7K	﹤0.01%	1366
2025 Q1	$157K	Sell	10,442 -504	-5%	-$7.67K	﹤0.01%	1325
2024 Q4	$159K	Buy	10,946 +763	+7%	+$10.5K	0.01%	1097
2024 Q3	$129K	Buy	10,183 +1,007	+11%	+$13.3K	﹤0.01%	1196
2024 Q2	$123K	Buy	9,176 +656	+8%	+$7.95K	0.01%	1042
2024 Q1	$97.4K	Buy	8,520 +90	+1%	+$965	0.01%	952
2023 Q4	$81.6K	Buy	8,430 +7,536	+843%	+$73.1K	0.01%	855
2023 Q3	$8.81K	Buy	894 +664	+289%	+$6.14K	﹤0.01%	1327
2023 Q2	$1.98K	Hold	230	–	–	﹤0.01%	1758
2023 Q1	$1.84K	Hold	230	–	–	﹤0.01%	1672
2022 Q4	$1.84K	Buy	+230	New	+$1.47K	﹤0.01%	1481