Legacy Capital Group California’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-27,372	Closed	-$235K	–	295
2023 Q2	$235K	Buy	+27,372	New	+$235K	0.1%	238