Independent Advisor Alliance’s Sumitomo Mitsui Financial SMFG Stock Holding History

Independent Advisor Alliance’s Portfolio SMFG Stock Details SMFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$238K	Buy
2023 Q4	–	Sell
2023 Q3	$746K	Buy
2023 Q2	$637K	Sell
2023 Q1	$597K	Buy