FDx 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
2023 Q4	–	Sell	-10,893	Closed	-$107K	–	712
2023 Q3	$107K	Sell	10,893 -3,397	-24%	-$31.4K	0.01%	612
2023 Q2	$123K	Sell	14,290 -6,725	-32%	-$55.6K	0.01%	735
2023 Q1	$169K	Hold	21,015	–	–	0.01%	714
2022 Q4	$169K	Sell	21,015 -1,228	-6%	-$7.82K	0.01%	714
2022 Q3	$122K	Buy	22,243 +389	+2%	+$2.35K	0.01%	710
2022 Q2	$129K	Sell	21,854 -8,972	-29%	-$54.2K	﹤0.01%	785
2022 Q1	$193K	Buy	30,826 +15,788	+105%	+$112K	0.01%	800
2021 Q4	$102K	Buy	15,038 +800	+6%	+$5.42K	﹤0.01%	842
2021 Q3	$100K	Buy	+14,238	New	+$99.1K	﹤0.01%	804
2020 Q3	–	Sell	-10,240	Closed	-$58K	–	654
2020 Q2	$58K	Buy	+10,240	New	+$55.3K	﹤0.01%	567
2020 Q1	–	Sell	-26,059	Closed	-$193K	–	605
2019 Q4	$193K	Sell	26,059 -5,413	-17%	-$38.9K	0.01%	597
2019 Q3	$215K	Sell	31,472 -28,254	-47%	-$193K	0.01%	583
2019 Q2	$422K	Buy	59,726 +6,049	+11%	+$42.8K	0.02%	525
2019 Q1	$377K	Buy	53,677 +4,536	+9%	+$32.4K	0.02%	533
2018 Q4	$320K	Sell	49,141 -12,298	-20%	-$91.8K	0.03%	399
2018 Q3	$493K	Buy	61,439 +915	+2%	+$7.23K	0.02%	523
2018 Q2	$470K	Sell	60,524 -55,415	-48%	-$460K	0.02%	569
2018 Q1	$985K	Sell	115,939 -24,533	-17%	-$219K	0.03%	522
2017 Q4	$1.22M	Buy	140,472 +89,035	+173%	+$722K	0.03%	479
2017 Q3	$397K	Sell	51,437 -10,827	-17%	-$82.5K	0.01%	914
2017 Q2	$489K	Buy	+62,264	New	+$463K	0.01%	778
2017 Q1	–	Sell	-12,688	Closed	-$97K	–	1194
2016 Q4	$97K	Buy	+12,688	New	+$92.1K	﹤0.01%	1105
2016 Q1	–	Sell	-60,210	Closed	-$457K	–	942
2015 Q4	$457K	Buy	60,210 +23,751	+65%	+$187K	0.02%	585
2015 Q3	$278K	Sell	36,459 -4,044	-10%	-$34K	0.02%	638
2015 Q2	$360K	Buy	40,503 +5,303	+15%	+$46K	0.02%	681
2015 Q1	$273K	Buy	+35,200	New	+$263K	0.01%	1261