Freedom Investment 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
2024 Q3	–	Sell	-49,497	Closed	-$664K	–	827
2024 Q2	$664K	Buy	+49,497	New	+$600K	0.05%	340
2022 Q3	–	Sell	-12,078	Closed	-$71.3K	–	772
2022 Q2	$71.3K	Sell	12,078 -996	-8%	-$6.02K	0.01%	705
2022 Q1	$82K	Buy	+13,074	New	+$93.1K	0.01%	752
2021 Q4	–	Sell	-19,550	Closed	-$137K	–	906
2021 Q3	$137K	Buy	+19,550	New	+$136K	0.01%	784
2017 Q3	–	Sell	-26,679	Closed	-$210K	–	1142
2017 Q2	$210K	Buy	26,679 +16,069	+151%	+$119K	0.01%	964
2017 Q1	$77K	Buy	+10,610	New	+$82.4K	﹤0.01%	1033
2016 Q2	–	Sell	-13,304	Closed	-$80K	–	892
2016 Q1	$80K	Buy	+13,304	New	+$83K	0.01%	801
2015 Q4	–	Sell	-10,593	Closed	-$238K	–	798
2015 Q3	$238K	Sell	10,593 -939,739	-99%	-$7.9M	0.02%	554
2015 Q2	$8.45M	Buy	950,332 +267,632	+39%	+$2.32M	0.87%	11
2015 Q1	$5.28M	Buy	682,700 +424,914	+165%	+$3.18M	0.58%	30
2014 Q4	$1.88M	Buy	257,786 +64,041	+33%	+$486K	0.24%	61
2014 Q3	$1.59M	Buy	193,745 +95,520	+97%	+$783K	0.28%	53
2014 Q2	$832K	Buy	+98,225	New	+$809K	0.14%	118