Pinnacle Bancorp’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	$9.86K	Hold	499	–	–	﹤0.01%	715
2025 Q4	$9.65K	Hold	499	–	–	﹤0.01%	705
2025 Q3	$8.35K	Hold	499	–	–	﹤0.01%	754
2025 Q2	$7.54K	Buy	499 +273	+121%	+$3.93K	﹤0.01%	751
2025 Q1	$3.49K	Buy	+226	New	+$3.44K	﹤0.01%	814
2021 Q4	–	Sell	-798	Closed	-$6K	–	726
2021 Q3	$6K	Sell	798 -1,983	-71%	-$13.8K	﹤0.01%	660
2021 Q2	$19K	Hold	2,781	–	–	0.01%	501
2021 Q1	$20K	Buy	2,781 +2,700	+3,333%	+$18.8K	0.01%	497
2020 Q4	$1K	Hold	81	–	–	﹤0.01%	656
2020 Q3	$1K	Sell	81 -6,077	-99%	-$34.8K	﹤0.01%	653
2020 Q2	$35K	Hold	6,158	–	–	0.03%	337
2020 Q1	$29K	Hold	6,158	–	–	0.02%	339
2019 Q4	$46K	Sell	6,158 -1,373	-18%	-$9.88K	0.03%	316
2019 Q3	$52K	Buy	7,531 +1,373	+22%	+$9.38K	0.03%	294
2019 Q2	$43K	Buy	6,158 +3,673	+148%	+$26K	0.02%	333
2019 Q1	$17K	Hold	2,485	–	–	0.01%	455
2018 Q4	$16K	Buy	+2,485	New	+$18.6K	0.01%	461
2017 Q1	$5K	Buy	+656	New	+$5.09K	﹤0.01%	569