Matthew Hamilton Rosenberg’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	$75.6K	Hold	3,827	–	–	0.02%	369
2025 Q4	$74K	Hold	3,827	–	–	0.02%	369
2025 Q3	$64.1K	Hold	3,827	–	–	0.01%	389
2025 Q2	$57.8K	Hold	3,827	–	–	0.01%	417
2025 Q1	$59.2K	Hold	3,827	–	–	0.01%	397
2024 Q4	$55.5K	Sell	3,827 -1,319	-26%	-$18.1K	0.01%	406
2024 Q3	$65K	Hold	5,146	–	–	0.02%	385
2024 Q2	$69.2K	Hold	5,146	–	–	0.02%	369
2024 Q1	$58.8K	Hold	5,146	–	–	0.02%	403
2023 Q4	$49.8K	Sell	5,146 -1,384	-21%	-$13.4K	0.02%	435
2023 Q3	$64.3K	Hold	6,530	–	–	0.02%	374
2023 Q2	$56.2K	Hold	6,530	–	–	0.02%	409
2023 Q1	$52.2K	Sell	6,530 -1,171	-15%	-$9.91K	0.02%	457
2022 Q4	$61.8K	Hold	7,701	–	–	0.02%	410
2022 Q3	$42K	Hold	7,701	–	–	0.02%	481
2022 Q2	$46K	Sell	7,701 -2,655	-26%	-$16K	0.02%	479
2022 Q1	$65K	Hold	10,356	–	–	0.02%	397
2021 Q4	$70K	Buy	10,356 +6,642	+179%	+$45K	0.02%	366
2021 Q3	$26K	Hold	3,714	–	–	0.01%	479
2021 Q2	$26K	Hold	3,714	–	–	0.01%	449
2021 Q1	$27K	Hold	3,714	–	–	0.02%	410
2020 Q4	$23K	Hold	3,714	–	–	0.01%	413
2020 Q3	$21K	Hold	3,714	–	–	0.02%	394
2020 Q2	$21K	Buy	+3,714	New	+$20.1K	0.02%	419