Integrated Wealth Concepts’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	$489K	Buy	24,772 +13,647	+123%	+$287K	﹤0.01%	1557
2025 Q4	$215K	Sell	11,125 -15,793	-59%	-$274K	﹤0.01%	1485
2025 Q3	$451K	Sell	26,918 -4,432	-14%	-$71K	﹤0.01%	1409
2025 Q2	$474K	Sell	31,350 -1,036	-3%	-$14.9K	﹤0.01%	1310
2025 Q1	$501K	Sell	32,386 -730	-2%	-$11.1K	0.01%	1135
2024 Q4	$480K	Buy	33,116 +1,354	+4%	+$18.6K	0.01%	1141
2024 Q3	$401K	Buy	31,762 +6	+0%	+$79	﹤0.01%	1182
2024 Q2	$426K	Sell	31,756 -3,188	-9%	-$38.6K	0.01%	1123
2024 Q1	$411K	Sell	34,944 -191,643	-85%	-$2.06M	0.01%	1138
2023 Q4	$2.19M	Sell	226,587 -10,743	-5%	-$104K	0.04%	446
2023 Q3	$2.34M	Buy	237,330 +1,839	+0.8%	+$17K	0.04%	400
2023 Q2	$2.03M	Sell	235,491 -4,091	-2%	-$33.8K	0.03%	457
2023 Q1	$1.92M	Buy	+239,582	New	+$2.03M	0.04%	430