Jones Financial Companies’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	$1.98M	Buy	103,986 +100,304	+2,724%	+$2.11M	﹤0.01%	1429
2025 Q4	$71.2K	Buy	3,682 +287	+8%	+$4.97K	﹤0.01%	2371
2025 Q3	$57.8K	Sell	3,395 -3,975	-54%	-$63.7K	﹤0.01%	2319
2025 Q2	$112K	Buy	7,370 +4,298	+140%	+$61.8K	﹤0.01%	1887
2025 Q1	$48.3K	Buy	3,072 +1,702	+124%	+$25.9K	﹤0.01%	2079
2024 Q4	$19.9K	Buy	1,370 +248	+22%	+$3.41K	﹤0.01%	2266
2024 Q3	$13.8K	Buy	1,122 +796	+244%	+$10.5K	﹤0.01%	2085
2024 Q2	$4.37K	Buy	326 +27	+9%	+$327	﹤0.01%	1968
2024 Q1	$3.52K	Sell	299 -126	-30%	-$1.35K	﹤0.01%	1210
2023 Q4	$4.11K	Buy	425 +108	+34%	+$1.05K	﹤0.01%	785
2023 Q3	$3.12K	Buy	+317	New	+$2.93K	﹤0.01%	540
2021 Q1	–	Sell	-911	Closed	-$6K	–	860
2020 Q4	$6K	Buy	+911	New	+$5.34K	﹤0.01%	483
2013 Q4	–	Sell	-1,473	Closed	-$14K	–	488
2013 Q3	$14K	Buy	1,473 +1,160	+371%	+$11K	﹤0.01%	475
2013 Q2	$3K	Buy	+313	New	+$2.79K	﹤0.01%	714