Parkside Financial Bank & Trust’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	$99.4K	Buy	5,033 +59	+1%	+$1.24K	0.01%	685
2025 Q4	$96.1K	Sell	4,974 -267	-5%	-$4.63K	0.01%	707
2025 Q3	$87.7K	Buy	5,241 +74	+1%	+$1.19K	0.01%	715
2025 Q2	$78.1K	Sell	5,167 -226	-4%	-$3.25K	0.01%	739
2025 Q1	$83.4K	Sell	5,393 -2,551	-32%	-$38.8K	0.01%	649
2024 Q4	$115K	Buy	7,944 +1,968	+33%	+$27K	0.02%	525
2024 Q3	$75.5K	Buy	5,976 +170	+3%	+$2.25K	0.01%	630
2024 Q2	$77.9K	Hold	5,806	–	–	0.01%	582
2024 Q1	$68.3K	Buy	5,806 +426	+8%	+$4.57K	0.01%	642
2023 Q4	$52.1K	Buy	5,380 +126	+2%	+$1.22K	0.01%	673
2023 Q3	$51.8K	Buy	5,254 +4,902	+1,393%	+$45.3K	0.01%	599
2023 Q2	$3.03K	Buy	+352	New	+$2.91K	﹤0.01%	1551
2017 Q2	–	Sell	-438	Closed	-$3K	–	1529
2017 Q1	$3K	Hold	438	–	–	﹤0.01%	917
2016 Q4	$3K	Buy	438 +49	+13%	+$356	﹤0.01%	918
2016 Q3	$3K	Sell	389 -449	-54%	-$2.91K	﹤0.01%	918
2016 Q2	$5K	Hold	838	–	–	﹤0.01%	813
2016 Q1	$5K	Hold	838	–	–	﹤0.01%	786
2015 Q4	$6K	Buy	838 +65	+8%	+$512	﹤0.01%	751
2015 Q3	$6K	Buy	+773	New	+$6.5K	﹤0.01%	758