Mather Group’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	$645K	Hold	32,661	–	–	0.01%	434
2025 Q4	$631K	Sell	32,661 -48	-0.1%	-$832	0.01%	361
2025 Q3	$548K	Hold	32,709	–	–	0.01%	388
2025 Q2	$494K	Hold	32,709	–	–	0.01%	391
2025 Q1	$506K	Hold	32,709	–	–	0.01%	376
2024 Q4	$474K	Hold	32,709	–	–	0.01%	374
2024 Q3	$413K	Buy	32,709 +31	+0.1%	+$409	0.01%	408
2024 Q2	$385K	Sell	32,678 -82	-0.3%	-$993	﹤0.01%	471
2024 Q1	$317K	Buy	32,760 +82	+0.3%	+$880	0.01%	429
2023 Q4	$316K	Hold	32,678	–	–	0.01%	443
2023 Q3	$322K	Sell	32,678 -16	-0%	-$148	0.01%	424
2023 Q2	$281K	Buy	32,694 +2,473	+8%	+$20.4K	﹤0.01%	470
2023 Q1	$242K	Hold	30,221	–	–	﹤0.01%	445
2022 Q4	$242K	Sell	30,221 -2,579	-8%	-$16.4K	﹤0.01%	431
2022 Q3	$180K	Buy	+32,800	New	+$198K	﹤0.01%	458
2022 Q2	–	Sell	-41,726	Closed	-$262K	–	466
2022 Q1	$262K	Sell	41,726 -671	-2%	-$4.78K	0.01%	370
2021 Q4	$288K	Buy	+42,397	New	+$287K	0.01%	303