Gladstone Institutional Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$333K	Sell	22,045 -6,894	-24%	-$104K	0.01%	586
2025 Q1	$447K	Buy	+28,939	New	+$447K	0.02%	492