Harbor Investment Advisory’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 Q2	–	Sell	-44	Closed	-$518	–	1427
2024 Q1	$518	Buy	+44	New	+$472	﹤0.01%	1259
2023 Q3	–	Sell	-13,650	Closed	-$117K	–	1324
2023 Q2	$117K	Hold	13,650	–	–	0.02%	459
2023 Q1	$109K	Sell	13,650 -8,090	-37%	-$68.5K	0.02%	476
2022 Q4	$174K	Sell	21,740 -1,247	-5%	-$7.94K	0.03%	363
2022 Q3	$126K	Hold	22,987	–	–	0.02%	417
2022 Q2	$136K	Hold	22,987	–	–	0.02%	421
2022 Q1	$144K	Hold	22,987	–	–	0.02%	446
2021 Q4	$156K	Hold	22,987	–	–	0.02%	426
2021 Q3	$161K	Hold	22,987	–	–	0.02%	413
2021 Q2	$158K	Hold	22,987	–	–	0.02%	408
2021 Q1	$167K	Hold	22,987	–	–	0.03%	373
2020 Q4	$142K	Hold	22,987	–	–	0.02%	377
2020 Q3	$128K	Hold	22,987	–	–	0.02%	339
2020 Q2	$129K	Hold	22,987	–	–	0.03%	317
2020 Q1	$110K	Buy	+22,987	New	+$148K	0.03%	300