Jacobi Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-20,505	Closed	-$165K	–	1008
2018 Q3	$165K	Buy	20,505 +7,140	+53%	+$57.5K	0.04%	256
2018 Q2	$104K	Buy	13,365 +3,197	+31%	+$24.9K	0.03%	317
2018 Q1	$84K	Buy	+10,168	New	+$84K	0.03%	318