Harbour Investments’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	$98.1K	Buy	4,966 +4,120	+487%	+$86.5K	﹤0.01%	1950
2025 Q4	$16.4K	Hold	846	–	–	﹤0.01%	2512
2025 Q3	$14.2K	Hold	846	–	–	﹤0.01%	2518
2025 Q2	$12.8K	Hold	846	–	–	﹤0.01%	2443
2025 Q1	$13.1K	Buy	846 +200	+31%	+$3.04K	﹤0.01%	2386
2024 Q4	$9.36K	Hold	646	–	–	﹤0.01%	2476
2024 Q3	$8.16K	Hold	646	–	–	﹤0.01%	2446
2024 Q2	$8.66K	Buy	646 +100	+18%	+$1.21K	﹤0.01%	2313
2024 Q1	$6.43K	Hold	546	–	–	﹤0.01%	2378
2023 Q4	$5.29K	Hold	546	–	–	﹤0.01%	2386
2023 Q3	$5.38K	Hold	546	–	–	﹤0.01%	2247
2023 Q2	$4.7K	Buy	546 +346	+173%	+$2.86K	﹤0.01%	2299
2023 Q1	$1.6K	Sell	200 -193	-49%	-$1.63K	﹤0.01%	2604
2022 Q4	$3.15K	Hold	393	–	–	﹤0.01%	2390
2022 Q3	$2K	Hold	393	–	–	﹤0.01%	2484
2022 Q2	$2K	Buy	+393	New	+$2.37K	﹤0.01%	2484
2021 Q4	$3K	Sell	393 -815	-67%	-$5.52K	﹤0.01%	2345
2021 Q3	$8K	Buy	1,208 +313	+35%	+$2.18K	﹤0.01%	2790
2021 Q2	$6K	Buy	895 +695	+348%	+$4.98K	﹤0.01%	2988
2021 Q1	$1K	Buy	+200	New	+$1.39K	﹤0.01%	3477