Ritholtz Wealth Management’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	$2.69M	Buy	136,324 +8,672	+7%	+$182K	0.05%	303
2025 Q4	$2.47M	Buy	127,652 +1,458	+1%	+$25.3K	0.05%	297
2025 Q3	$2.11M	Sell	126,194 -1,141	-0.9%	-$18.3K	0.04%	317
2025 Q2	$1.92M	Sell	127,335 -10,583	-8%	-$152K	0.04%	300
2025 Q1	$2.13M	Sell	137,918 -17,925	-12%	-$273K	0.06%	240
2024 Q4	$2.26M	Sell	155,843 -11,550	-7%	-$159K	0.07%	205
2024 Q3	$2.11M	Buy	167,393 +7,780	+5%	+$103K	0.06%	217
2024 Q2	$2.14M	Buy	159,613 +41,407	+35%	+$502K	0.07%	191
2024 Q1	$1.39M	Buy	118,206 +16,615	+16%	+$178K	0.05%	272
2023 Q4	$983K	Buy	101,591 +11,186	+12%	+$108K	0.04%	321
2023 Q3	$890K	Buy	90,405 +25,374	+39%	+$235K	0.04%	316
2023 Q2	$559K	Buy	65,031 +11,977	+23%	+$99K	0.03%	409
2023 Q1	$424K	Buy	53,054 +4,537	+9%	+$38.4K	0.02%	444
2022 Q4	$389K	Buy	48,517 +6,306	+15%	+$40.2K	0.02%	410
2022 Q3	$232K	Sell	42,211 -91	-0.2%	-$549	0.01%	620
2022 Q2	$250K	Sell	42,302 -101,331	-71%	-$612K	0.02%	452
2022 Q1	$901K	Sell	143,633 -18,635	-11%	-$133K	0.06%	201
2021 Q4	$1.1M	Buy	162,268 +32,406	+25%	+$219K	0.07%	156
2021 Q3	$910K	Buy	129,862 +22,841	+21%	+$159K	0.06%	163
2021 Q2	$737K	Buy	107,021 +32,918	+44%	+$236K	0.05%	192
2021 Q1	$537K	Buy	74,103 +27,168	+58%	+$189K	0.04%	193
2020 Q4	$290K	Buy	46,935 +428	+0.9%	+$2.51K	0.03%	259
2020 Q3	$260K	Buy	46,507 +5,288	+13%	+$30.3K	0.03%	230
2020 Q2	$232K	Buy	41,219 +27,308	+196%	+$148K	0.03%	218
2020 Q1	$67K	Buy	+13,911	New	+$89.6K	0.01%	158