NewEdge 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	$19K	Buy	960 +40	+4%	+$840	﹤0.01%	3212
2025 Q4	$17.8K	Buy	920 +11	+1%	+$191	﹤0.01%	3289
2025 Q3	$15.2K	Sell	909 -33	-4%	-$529	﹤0.01%	3213
2025 Q2	$14.2K	Buy	942 +33	+4%	+$475	﹤0.01%	3073
2025 Q1	$14.1K	Hold	909	–	–	﹤0.01%	2980
2024 Q4	$13.2K	Hold	909	–	–	﹤0.01%	2939
2024 Q3	$11.5K	Sell	909 -23,451	-96%	-$310K	﹤0.01%	2894
2024 Q2	$327K	Sell	24,360 -4,920	-17%	-$59.6K	﹤0.01%	1669
2024 Q1	$345K	Buy	29,280 +1,418	+5%	+$15.2K	﹤0.01%	1561
2023 Q4	$277K	Sell	27,862 -47,288	-63%	-$458K	﹤0.01%	1575
2023 Q3	$740K	Sell	75,150 -4,654	-6%	-$43K	0.01%	999
2023 Q2	$686K	Buy	+79,804	New	+$659K	0.01%	1038
2023 Q1	–	Sell	-1,915	Closed	-$15.4K	–	4055
2022 Q4	$15.4K	Buy	+1,915	New	+$12.2K	﹤0.01%	2217
2019 Q4	–	Sell	-16,002	Closed	-$110K	–	863
2019 Q3	$110K	Buy	+16,002	New	+$109K	﹤0.01%	780
2017 Q3	–	Sell	-682	Closed	-$5.25K	–	1003
2017 Q2	$5.25K	Buy	+682	New	+$5.07K	﹤0.01%	1133