Forum Financial 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	–	Sell	-209,587	Closed	-$4.05M	–	883
2025 Q4	$4.05M	Hold	209,587	–	–	0.05%	78
2025 Q3	$3.51M	Hold	209,587	–	–	0.05%	84
2025 Q2	$3.17M	Sell	209,587 -12,533	-6%	-$180K	0.05%	84
2025 Q1	$3.43M	Hold	222,120	–	–	0.06%	72
2024 Q4	$3.22M	Buy	222,120 +28,997	+15%	+$398K	0.05%	75
2024 Q3	$2.44M	Hold	193,123	–	–	0.04%	86
2024 Q2	$2.59M	Hold	193,123	–	–	0.05%	71
2024 Q1	$2.27M	Buy	193,123 +4,310	+2%	+$46.2K	0.04%	97
2023 Q4	$1.83M	Buy	188,813 +25,500	+16%	+$247K	0.03%	97
2023 Q3	$1.61M	Hold	163,313	–	–	0.04%	109
2023 Q2	$1.4M	Sell	163,313 -49	-0%	-$405	0.03%	119
2023 Q1	$1.31M	Buy	163,362 +31	+0%	+$262	0.04%	115
2022 Q4	$1.31M	Buy	163,331 +3,018	+2%	+$19.2K	0.04%	105
2022 Q3	$882K	Hold	160,313	–	–	0.04%	126
2022 Q2	$946K	Hold	160,313	–	–	0.05%	129
2022 Q1	$1M	Hold	160,313	–	–	0.05%	124
2021 Q4	$1.09M	Buy	+160,313	New	+$1.09M	0.06%	114