Raymond James Financial’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	$2.48M	Buy	163,866 +44,233	+37%	+$668K	﹤0.01%	2905
2025 Q1	$1.85M	Buy	119,633 +10,214	+9%	+$158K	﹤0.01%	3037
2024 Q4	$1.59M	Buy	+109,419	New	+$1.59M	﹤0.01%	3129