Mission Wealth 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	$1.04M	Sell	52,911 -1,036	-2%	-$21.8K	0.02%	324
2025 Q4	$1.04M	Sell	53,947 -331	-0.6%	-$5.74K	0.02%	328
2025 Q3	$909K	Sell	54,278 -3,854	-7%	-$61.7K	0.02%	351
2025 Q2	$878K	Buy	58,132 +1,834	+3%	+$26.4K	0.02%	355
2025 Q1	$870K	Buy	56,298 +2,757	+5%	+$41.9K	0.02%	336
2024 Q4	$776K	Sell	53,541 -10,760	-17%	-$148K	0.02%	336
2024 Q3	$812K	Sell	64,301 -495	-0.8%	-$6.54K	0.02%	331
2024 Q2	$869K	Sell	64,796 -2,411	-4%	-$29.2K	0.02%	307
2024 Q1	$791K	Sell	67,207 -2,998	-4%	-$32.2K	0.02%	342
2023 Q4	$680K	Buy	70,205 +5,066	+8%	+$49.1K	0.02%	306
2023 Q3	$642K	Sell	65,139 -1,105	-2%	-$10.2K	0.02%	301
2023 Q2	$570K	Sell	66,244 -2,762	-4%	-$22.8K	0.02%	316
2023 Q1	$552K	Sell	69,006 -2,085	-3%	-$17.6K	0.02%	314
2022 Q4	$570K	Sell	71,091 -1,852	-3%	-$11.8K	0.03%	294
2022 Q3	$401K	Buy	72,943 +2,073	+3%	+$12.5K	0.02%	336
2022 Q2	$418K	Buy	70,870 +17,141	+32%	+$104K	0.02%	335
2022 Q1	$337K	Buy	53,729 +8,191	+18%	+$58.3K	0.02%	392
2021 Q4	$309K	Buy	45,538 +4,781	+12%	+$32.4K	0.01%	427
2021 Q3	$286K	Sell	40,757 -605	-1%	-$4.21K	0.01%	420
2021 Q2	$285K	Buy	41,362 +920	+2%	+$6.6K	0.02%	410
2021 Q1	$293K	Buy	40,442 +12,142	+43%	+$84.6K	0.02%	368
2020 Q4	$175K	Buy	+28,300	New	+$166K	0.01%	401