Prudent Man 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
2025 Q1	–	Sell	-11,883	Closed	-$172K	–	179
2024 Q4	$172K	Hold	11,883	–	–	0.06%	164
2024 Q3	$150K	Hold	11,883	–	–	0.05%	177
2024 Q2	$159K	Sell	11,883 -1,148	-9%	-$13.9K	0.06%	166
2024 Q1	$153K	Sell	13,031 -2,861	-18%	-$30.7K	0.06%	173
2023 Q4	$154K	Sell	15,892 -3,026	-16%	-$29.3K	0.06%	183
2023 Q3	$186K	Sell	18,918 -643	-3%	-$5.95K	0.07%	175
2023 Q2	$168K	Hold	19,561	–	–	0.06%	198
2023 Q1	$156K	Hold	19,561	–	–	0.06%	191
2022 Q4	$157K	Buy	19,561 +5,769	+42%	+$36.7K	0.06%	194
2022 Q3	$76K	Hold	13,792	–	–	0.04%	166
2022 Q2	$81K	Sell	13,792 -1,716	-11%	-$10.4K	0.04%	159
2022 Q1	$97K	Hold	15,508	–	–	0.04%	184
2021 Q4	$105K	Sell	15,508 -4,165	-21%	-$28.2K	0.04%	185
2021 Q3	$138K	Hold	19,673	–	–	0.05%	205
2021 Q2	$136K	Buy	19,673 +614	+3%	+$4.4K	0.05%	207
2021 Q1	$138K	Sell	19,059 -52	-0.3%	-$362	0.06%	195
2020 Q4	$118K	Hold	19,111	–	–	0.05%	181
2020 Q3	$107K	Sell	19,111 -283	-1%	-$1.62K	0.06%	155
2020 Q2	$109K	Buy	+19,394	New	+$105K	0.1%	147