Financial Gravity Asset 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	$40	Hold	2	–	–	﹤0.01%	888
2025 Q4	$39	Sell	2 -36	-95%	-$624	﹤0.01%	707
2025 Q3	$636	Buy	+38	New	+$609	﹤0.01%	832
2025 Q1	$587	Buy	+38	New	+$578	﹤0.01%	920
2024 Q2	$27	Sell	2 -5	-71%	-$61	﹤0.01%	1281
2024 Q1	$84	Buy	7 +6	+600%	+$64	﹤0.01%	1757
2023 Q4	$12	Buy	+1	New	+$10	﹤0.01%	1467
2023 Q3	–	Sell	-9	Closed	-$702	–	1708
2023 Q2	$702	Buy	+9	New	+$74	﹤0.01%	918
2023 Q1	–	Sell	-8	Closed	-$81	–	1590
2022 Q4	$81	Buy	+8	New	+$51	﹤0.01%	1151
2020 Q1	–	Sell	-14	Closed	-$7K	–	1356
2019 Q4	$7K	Buy	14 +1	+8%	+$7	﹤0.01%	1238
2019 Q3	$0	Sell	13 -1	-7%	-$7	﹤0.01%	1549
2019 Q2	$0	Sell	14 -5	-26%	-$35	﹤0.01%	1632
2019 Q1	$0	Buy	+19	New	+$136	﹤0.01%	1537
2018 Q3	$0	Sell	44 -34	-44%	-$269	﹤0.01%	1603
2018 Q2	$1K	Buy	78 +11	+16%	+$91	﹤0.01%	1268
2018 Q1	$1K	Buy	+67	New	+$599	﹤0.01%	1248