Level Four Advisory Services’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
2021 Q3	–	Sell	-194,590	Closed	-$1.34M	–	610
2021 Q2	$1.34M	Buy	194,590 +14,285	+8%	+$102K	0.09%	232
2021 Q1	$1.31M	Buy	180,305 +128,129	+246%	+$892K	0.1%	219
2020 Q4	$322K	Sell	52,176 -96,667	-65%	-$567K	0.03%	450
2020 Q3	$832K	Sell	148,843 -29,131	-16%	-$167K	0.06%	270
2020 Q2	$1M	Buy	177,974 +2,191	+1%	+$11.8K	0.08%	258
2020 Q1	$840K	Buy	175,783 +7,090	+4%	+$45.7K	0.1%	229
2019 Q4	$9.48M	Buy	168,693 +22,934	+16%	+$165K	0.38%	84
2019 Q3	$996K	Buy	145,759 +7,029	+5%	+$48K	0.1%	208
2019 Q2	$979K	Buy	138,730 +833	+0.6%	+$5.9K	0.1%	199
2019 Q1	$969K	Buy	137,897 +22,466	+19%	+$161K	0.11%	195
2018 Q4	$751K	Sell	115,431 -1,203	-1%	-$8.98K	0.09%	216
2018 Q3	$937K	Buy	116,634 +31,978	+38%	+$253K	0.1%	204
2018 Q2	$658K	Buy	84,656 +1,386	+2%	+$11.5K	0.05%	329
2018 Q1	$708K	Buy	83,270 +2,609	+3%	+$23.3K	0.05%	297
2017 Q4	$701K	Sell	80,661 -7,158	-8%	-$58K	0.05%	299
2017 Q3	$677K	Buy	87,819 +60,719	+224%	+$463K	0.06%	293
2017 Q2	$191K	Sell	27,100 -23,663	-47%	-$176K	0.03%	457
2017 Q1	$363K	Sell	50,763 -108	-0.2%	-$839	0.04%	374
2016 Q4	$389K	Buy	+50,871	New	+$369K	0.05%	323