Naviter Wealth’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	$2.68M	Buy	135,945 +4,108	+3%	+$86.3K	0.34%	70
2025 Q4	$2.55M	Sell	131,837 -24,719	-16%	-$428K	0.33%	70
2025 Q3	$2.62M	Buy	156,556 +5,525	+4%	+$88.5K	0.31%	82
2025 Q2	$2.28M	Buy	151,031 +5,911	+4%	+$85K	0.28%	95
2025 Q1	$2.29M	Buy	145,120 +2,304	+2%	+$35K	0.28%	95
2024 Q4	$2.07M	Buy	142,816 +4,671	+3%	+$64.2K	0.25%	110
2024 Q3	$1.74M	Sell	138,145 -5,377	-4%	-$71K	0.24%	117
2024 Q2	$1.92M	Buy	143,522 +10,276	+8%	+$124K	0.29%	100
2024 Q1	$1.57M	Buy	133,246 +17,557	+15%	+$188K	0.26%	114
2023 Q4	$1.12M	Buy	115,689 +23,366	+25%	+$227K	0.23%	119
2023 Q3	$909K	Buy	92,323 +4,658	+5%	+$43.1K	0.22%	116
2023 Q2	$754K	Buy	87,665 +10,521	+14%	+$86.9K	0.19%	135
2023 Q1	$617K	Buy	77,144 +8,723	+13%	+$73.8K	0.22%	131
2022 Q4	$595K	Buy	68,421 +3,528	+5%	+$22.5K	0.16%	137
2022 Q3	$357K	Buy	64,893 +2,767	+4%	+$16.7K	0.15%	150
2022 Q2	$367K	Buy	+62,126	New	+$375K	0.15%	149