Jefferies Financial Group’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	$580K	Buy	29,386 +8,408	+40%	+$177K	0.01%	1146
2025 Q4	$406K	Buy	20,978 +3,141	+18%	+$54.4K	﹤0.01%	1403
2025 Q3	$299K	Sell	17,837 -205	-1%	-$3.28K	﹤0.01%	1206
2025 Q2	$273K	Sell	18,042 -955	-5%	-$13.7K	﹤0.01%	1056
2025 Q1	$294K	Buy	18,997 +686	+4%	+$10.4K	0.01%	1246
2024 Q4	$265K	Buy	18,311 +1,290	+8%	+$17.7K	﹤0.01%	1301
2024 Q3	$215K	Sell	17,021 -14,637	-46%	-$193K	﹤0.01%	1209
2024 Q2	$425K	Hold	31,658	–	–	0.01%	1014
2024 Q1	$373K	Buy	31,658 +3,995	+14%	+$42.9K	0.01%	1139
2023 Q4	$268K	Hold	27,663	–	–	﹤0.01%	1400
2023 Q3	$272K	Buy	27,663 +3,331	+14%	+$30.8K	0.01%	1252
2023 Q2	$209K	Buy	+24,332	New	+$201K	﹤0.01%	1417