IEQ Capital’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	$2.87M	Buy	145,491 +21,682	+18%	+$455K	0.01%	650
2025 Q4	$2.39M	Buy	123,809 +12,648	+11%	+$219K	0.01%	735
2025 Q3	$1.86M	Buy	111,161 +48,525	+77%	+$777K	0.01%	790
2025 Q2	$946K	Buy	62,636 +18,234	+41%	+$262K	0.01%	878
2025 Q1	$686K	Buy	44,402 +2,815	+7%	+$42.8K	0.01%	863
2024 Q4	$603K	Buy	41,587 +3,665	+10%	+$50.3K	0.01%	789
2024 Q3	$479K	Buy	37,922 +1,889	+5%	+$24.9K	0.01%	767
2024 Q2	$483K	Buy	36,033 +5,336	+17%	+$64.6K	0.01%	667
2024 Q1	$361K	Buy	30,697 +5,250	+21%	+$56.3K	0.01%	724
2023 Q4	$246K	Buy	25,447 +6,284	+33%	+$60.9K	﹤0.01%	784
2023 Q3	$189K	Buy	19,163 +4,358	+29%	+$40.3K	﹤0.01%	843
2023 Q2	$127K	Buy	14,805 +4,612	+45%	+$38.1K	﹤0.01%	840
2023 Q1	$81.5K	Sell	10,193 -3,405	-25%	-$28.8K	﹤0.01%	861
2022 Q4	$109K	Sell	13,598 -8,758	-39%	-$55.8K	﹤0.01%	767
2022 Q3	$123K	Buy	22,356 +1,990	+10%	+$12K	﹤0.01%	792
2022 Q2	$120K	Sell	20,366 -3,117	-13%	-$18.8K	﹤0.01%	761
2022 Q1	$147K	Buy	+23,483	New	+$167K	﹤0.01%	779