FinTrust Capital 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
2024 Q1	–	Sell	-319	Closed	-$3.09K	–	1310
2023 Q4	$3.09K	Sell	319 -156	-33%	-$1.51K	﹤0.01%	1039
2023 Q3	$4.68K	Sell	475 -265	-36%	-$2.45K	﹤0.01%	903
2023 Q2	$5.93K	Hold	740	–	–	﹤0.01%	845
2023 Q1	$5.93K	Hold	740	–	–	﹤0.01%	838
2022 Q4	$5.93K	Hold	740	–	–	﹤0.01%	836
2022 Q3	$4K	Hold	740	–	–	﹤0.01%	1052
2022 Q2	$4K	Hold	740	–	–	﹤0.01%	1064
2022 Q1	$5K	Sell	740 -139	-16%	-$990	﹤0.01%	1073
2021 Q4	$6K	Hold	879	–	–	﹤0.01%	1011
2021 Q3	$6K	Hold	879	–	–	﹤0.01%	1006
2021 Q2	$6K	Sell	879 -333	-27%	-$2.39K	﹤0.01%	1027
2021 Q1	$9K	Sell	1,212 -132	-10%	-$919	﹤0.01%	928
2020 Q4	$8K	Buy	1,344 +182	+16%	+$1.07K	﹤0.01%	900
2020 Q3	$6	Hold	1,162	–	–	﹤0.01%	944
2020 Q2	$7K	Sell	1,162 -943	-45%	-$5.09K	﹤0.01%	793
2020 Q1	$10K	Buy	2,105 +1,973	+1,495%	+$12.7K	﹤0.01%	758
2019 Q4	$1K	Sell	132 -745	-85%	-$5.36K	﹤0.01%	1048
2019 Q3	$6K	Hold	877	–	–	﹤0.01%	852
2019 Q2	$6K	Sell	877 -823	-48%	-$5.83K	﹤0.01%	809
2019 Q1	$12K	Buy	1,700 +455	+37%	+$3.25K	0.01%	732
2018 Q4	$8K	Buy	+1,245	New	+$9.29K	﹤0.01%	835