Mount Yale Investment Advisors’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	$1.51M	Buy	+76,663	New	+$1.61M	0.04%	434
2025 Q4	–	Sell	-65,989	Closed	-$1.1M	–	788
2025 Q3	$1.1M	Buy	65,989 +135	+0.2%	+$2.16K	0.08%	265
2025 Q2	$995K	Buy	65,854 +1,673	+3%	+$24.1K	0.08%	203
2025 Q1	$992K	Buy	64,181 +2,662	+4%	+$40.5K	0.09%	196
2024 Q4	$891K	Sell	61,519 -19,093	-24%	-$262K	0.07%	222
2024 Q3	$1.02M	Buy	80,612 +1,226	+2%	+$16.2K	0.1%	195
2024 Q2	$1.06M	Buy	79,386 +1,098	+1%	+$13.3K	0.08%	197
2024 Q1	$921K	Sell	78,288 -362	-0.5%	-$3.88K	0.07%	234
2023 Q4	$761K	Buy	78,650 +2,200	+3%	+$21.3K	0.07%	248
2023 Q3	$753K	Buy	76,450 +2,312	+3%	+$21.4K	0.08%	234
2023 Q2	$638K	Buy	74,138 +2,108	+3%	+$17.4K	0.07%	275
2023 Q1	$576K	Sell	72,030 -17,418	-19%	-$147K	0.06%	279
2022 Q4	$717K	Buy	89,448 +2,134	+2%	+$13.6K	0.08%	245
2022 Q3	$480K	Buy	87,314 +994	+1%	+$6K	0.06%	272
2022 Q2	$509K	Sell	86,320 -2,701	-3%	-$16.3K	0.06%	290
2022 Q1	$558K	Buy	89,021 +19,399	+28%	+$138K	0.06%	292
2021 Q4	$473K	Buy	69,622 +6,709	+11%	+$45.4K	0.05%	303
2021 Q3	$441K	Buy	+62,913	New	+$438K	0.05%	307
2020 Q3	–	Sell	-24,345	Closed	-$137K	–	371
2020 Q2	$137K	Sell	24,345 -111,174	-82%	-$601K	0.02%	320
2020 Q1	$649K	Sell	135,519 -34,512	-20%	-$222K	0.15%	141
2019 Q4	$1.19M	Sell	170,031 -13,701	-7%	-$98.6K	0.21%	110
2019 Q3	$1.34M	Sell	183,732 -13,138	-7%	-$89.8K	0.24%	98
2019 Q2	$1.36M	Buy	196,870 +63,415	+48%	+$449K	0.25%	93
2019 Q1	$938K	Buy	133,455 +19,160	+17%	+$137K	0.18%	118
2018 Q4	$808K	Buy	114,295 +46,909	+70%	+$350K	0.16%	126
2018 Q3	$536K	Buy	+67,386	New	+$533K	0.09%	164