JNBA Financial 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
2026 Q1	$1.82K	Hold	92	–	–	﹤0.01%	740
2025 Q4	$1.78K	Buy	+92	New	+$1.59K	﹤0.01%	683
2023 Q1	–	Sell	-1,474	Closed	-$11.8K	–	735
2022 Q4	$11.8K	Hold	1,474	–	–	﹤0.01%	435
2022 Q3	$8K	Hold	1,474	–	–	﹤0.01%	490
2022 Q2	$9K	Hold	1,474	–	–	﹤0.01%	504
2022 Q1	$9K	Sell	1,474 -225	-13%	-$1.6K	﹤0.01%	507
2021 Q4	$12K	Hold	1,699	–	–	﹤0.01%	509
2021 Q3	$12K	Hold	1,699	–	–	﹤0.01%	499
2021 Q2	$12K	Hold	1,699	–	–	﹤0.01%	469
2021 Q1	$12K	Hold	1,699	–	–	﹤0.01%	448
2020 Q4	$10K	Hold	1,699	–	–	﹤0.01%	439
2020 Q3	$9K	Hold	1,699	–	–	﹤0.01%	428
2020 Q2	$10K	Hold	1,699	–	–	﹤0.01%	411
2020 Q1	$8K	Hold	1,699	–	–	﹤0.01%	414
2019 Q4	$13K	Buy	1,699 +1,474	+655%	+$10.6K	﹤0.01%	409
2019 Q3	$2K	Hold	225	–	–	﹤0.01%	552
2019 Q2	$2K	Hold	225	–	–	﹤0.01%	609
2019 Q1	$2K	Hold	225	–	–	﹤0.01%	509
2018 Q4	$1K	Buy	+225	New	+$1.68K	﹤0.01%	510
2018 Q3	–	Sell	-225	Closed	-$2K	–	672
2018 Q2	$2K	Hold	225	–	–	﹤0.01%	492
2018 Q1	$2K	Hold	225	–	–	﹤0.01%	462
2017 Q4	$2K	Hold	225	–	–	﹤0.01%	452
2017 Q3	$2K	Hold	225	–	–	﹤0.01%	444
2017 Q2	$2K	Hold	225	–	–	﹤0.01%	426
2017 Q1	$2K	Sell	225 -225	-50%	-$1.75K	﹤0.01%	433
2016 Q4	$3K	Sell	450 -27,930	-98%	-$203K	﹤0.01%	441
2016 Q3	$192K	Buy	28,380 +27,930	+6,207%	+$181K	0.03%	225
2016 Q2	$3K	Hold	450	–	–	﹤0.01%	450
2016 Q1	$3K	Hold	450	–	–	﹤0.01%	470
2015 Q4	$3K	Hold	450	–	–	﹤0.01%	450
2015 Q3	$3K	Hold	450	–	–	﹤0.01%	449
2015 Q2	$4K	Sell	450 -225	-33%	-$1.95K	﹤0.01%	434
2015 Q1	$5K	Hold	675	–	–	﹤0.01%	425
2014 Q4	$5K	Sell	675 -330	-33%	-$2.5K	﹤0.01%	424
2014 Q3	$8K	Buy	+1,005	New	+$8.24K	﹤0.01%	392