Investors Research Corp’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	–	Sell	-48,775	Closed	-$943K	–	938
2025 Q4	$943K	Sell	48,775 -7,779	-14%	-$135K	0.17%	111
2025 Q3	$947K	Hold	56,554	–	–	0.18%	117
2025 Q2	$855K	Sell	56,554 -1,100	-2%	-$15.8K	0.17%	125
2025 Q1	$891K	Sell	57,654 -11,225	-16%	-$171K	0.19%	121
2024 Q4	$998K	Sell	68,879 -675	-1%	-$9.27K	0.22%	96
2024 Q3	$878K	Hold	69,554	–	–	0.19%	128
2024 Q2	$933K	Hold	69,554	–	–	0.22%	107
2024 Q1	$819K	Sell	69,554 -850	-1%	-$9.12K	0.19%	132
2023 Q4	$682K	Sell	70,404 -125	-0.2%	-$1.21K	0.16%	161
2023 Q3	$695K	Hold	70,529	–	–	0.18%	155
2023 Q2	$607K	Hold	70,529	–	–	0.15%	170
2023 Q1	$564K	Hold	70,529	–	–	0.15%	189
2022 Q4	$566K	Sell	70,529 -1,325	-2%	-$8.44K	0.15%	186
2022 Q3	$395K	Hold	71,854	–	–	0.12%	218
2022 Q2	$424K	Hold	71,854	–	–	0.13%	217
2022 Q1	$451K	Hold	71,854	–	–	0.13%	206
2021 Q4	$488K	Hold	71,854	–	–	0.15%	185
2021 Q3	$504K	Hold	71,854	–	–	0.17%	172
2021 Q2	$495K	Hold	71,854	–	–	0.17%	175
2021 Q1	$521K	Sell	71,854 -3,025	-4%	-$21.1K	0.2%	173
2020 Q4	$462K	Sell	74,879 -1,100	-1%	-$6.45K	0.18%	188
2020 Q3	$425K	Sell	75,979 -2,650	-3%	-$15.2K	0.21%	157
2020 Q2	$442K	Hold	78,629	–	–	0.22%	154
2020 Q1	$377K	Hold	78,629	–	–	0.24%	156
2019 Q4	$583K	Buy	78,629 +78,400	+34,236%	+$564K	0.27%	124
2019 Q3	$2K	Hold	229	–	–	﹤0.01%	1042
2019 Q2	$2K	Hold	229	–	–	﹤0.01%	990
2019 Q1	$2K	Buy	+229	New	+$1.64K	﹤0.01%	964