Inspire Advisors’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	-58,974	Closed	-$694K	–	462
2024 Q1	$694K	Buy	58,974 +7,793	+15%	+$83.6K	0.1%	146
2023 Q4	$495K	Buy	51,181 +6,193	+14%	+$60K	0.07%	181
2023 Q3	$443K	Buy	44,988 +364	+0.8%	+$3.37K	0.08%	144
2023 Q2	$384K	Buy	44,624 +8,761	+24%	+$72.4K	0.07%	127
2023 Q1	$287K	Sell	35,863 -5,068	-12%	-$42.9K	0.07%	123
2022 Q4	$328K	Buy	40,931 +338	+0.8%	+$2.15K	0.08%	91
2022 Q3	$223K	Buy	40,593 +5,856	+17%	+$35.3K	0.06%	103
2022 Q2	$205K	Buy	34,737 +14,972	+76%	+$90.4K	0.06%	88
2022 Q1	$124K	Buy	19,765 +6,789	+52%	+$48.4K	0.03%	102
2021 Q4	$88K	Buy	+12,976	New	+$87.9K	0.02%	95
2021 Q3	–	Sell	-11,303	Closed	-$78K	–	109
2021 Q2	$78K	Buy	11,303 +584	+5%	+$4.19K	0.03%	85
2021 Q1	$78K	Sell	10,719 -958	-8%	-$6.67K	0.03%	74
2020 Q4	$72K	Buy	+11,677	New	+$68.5K	0.03%	185