Pekin Hardy Strauss’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.42M	Sell	93,850 -8,500	-8%	-$128K	0.16%	135
2025 Q1	$1.58M	Buy	102,350 +3,250	+3%	+$50.2K	0.19%	123
2024 Q4	$1.44M	Sell	99,100 -1,500	-1%	-$21.7K	0.18%	120
2024 Q3	$1.27M	Buy	100,600 +9,500	+10%	+$120K	0.16%	133
2024 Q2	$1.22M	Buy	+91,100	New	+$1.22M	0.17%	131