MAI Capital Management’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	$181K	Buy	9,171 +6,948	+313%	+$146K	﹤0.01%	1518
2025 Q4	$43K	Buy	2,223 +280	+14%	+$4.85K	﹤0.01%	2103
2025 Q3	$32.5K	Sell	1,943 -9,370	-83%	-$150K	﹤0.01%	2161
2025 Q2	$171K	Buy	11,313 +11,090	+4,973%	+$159K	﹤0.01%	1248
2025 Q1	$3.44K	Hold	223	–	–	﹤0.01%	2837
2024 Q4	$3.23K	Buy	+223	New	+$3.06K	﹤0.01%	2910
2022 Q2	–	Sell	-14,087	Closed	-$88K	–	959
2022 Q1	$88K	Sell	14,087 -467	-3%	-$3.33K	﹤0.01%	859
2021 Q4	$99K	Buy	14,554 +427	+3%	+$2.89K	﹤0.01%	858
2021 Q3	$99K	Buy	14,127 +3,156	+29%	+$22K	﹤0.01%	754
2021 Q2	$76K	Sell	10,971 -257	-2%	-$1.84K	﹤0.01%	736
2021 Q1	$81K	Buy	11,228 +183	+2%	+$1.27K	﹤0.01%	698
2020 Q4	$68K	Buy	+11,045	New	+$64.8K	﹤0.01%	654
2020 Q2	–	Sell	-10,454	Closed	-$50K	–	570
2020 Q1	$50K	Hold	10,454	–	–	﹤0.01%	523
2019 Q4	$77K	Hold	10,454	–	–	﹤0.01%	570
2019 Q3	$72K	Sell	10,454 -10,456	-50%	-$71.4K	﹤0.01%	510
2019 Q2	$148K	Hold	20,910	–	–	0.01%	514
2019 Q1	$147K	Sell	20,910 -3,648	-15%	-$26.1K	0.01%	450
2018 Q4	$160K	Buy	24,558 +6,208	+34%	+$46.3K	0.01%	417
2018 Q3	$147K	Sell	18,350 -826	-4%	-$6.53K	0.01%	459
2018 Q2	$149K	Hold	19,176	–	–	0.01%	460
2018 Q1	$163K	Hold	19,176	–	–	0.01%	441
2017 Q4	$167K	Buy	+19,176	New	+$155K	0.01%	454