RNC Capital 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
2025 Q4	$914K	Buy	47,269 +1,913	+4%	+$33.2K	0.04%	102
2025 Q3	$759K	Buy	45,356 +3,593	+9%	+$57.6K	0.03%	109
2025 Q2	$631K	Buy	41,763 +4,955	+13%	+$71.3K	0.03%	115
2025 Q1	$569K	Buy	36,808 +588	+2%	+$8.94K	0.03%	110
2024 Q4	$525K	Sell	36,220 -995	-3%	-$13.7K	0.03%	113
2024 Q3	$499K	Hold	37,215	–	–	0.03%	112
2024 Q2	$499K	Sell	37,215 -650	-2%	-$7.87K	0.03%	112
2024 Q1	$446K	Sell	37,865 -245	-0.6%	-$2.63K	0.03%	117
2023 Q4	$369K	Hold	38,110	–	–	0.02%	117
2023 Q3	$375K	Sell	38,110 -440	-1%	-$4.07K	0.02%	117
2023 Q2	$332K	Sell	38,550 -1,100	-3%	-$9.09K	0.02%	147
2023 Q1	$317K	Buy	39,650 +650	+2%	+$5.5K	0.02%	151
2022 Q4	$313K	Sell	39,000 -7,300	-16%	-$46.5K	0.02%	147
2022 Q3	$255K	Sell	46,300 -1,800	-4%	-$10.9K	0.02%	153
2022 Q2	$284K	Sell	48,100 -2,300	-5%	-$13.9K	0.02%	155
2022 Q1	$316K	Buy	50,400 +1,900	+4%	+$13.5K	0.02%	154
2021 Q4	$329K	Buy	48,500 +13,050	+37%	+$88.4K	0.02%	152
2021 Q3	$249K	Buy	35,450 +3,600	+11%	+$25.1K	0.01%	162
2021 Q2	$219K	Buy	31,850 +10,375	+48%	+$74.4K	0.01%	160
2021 Q1	$156K	Buy	21,475 +2,950	+16%	+$20.5K	0.01%	146
2020 Q4	$114K	Buy	+18,525	New	+$109K	0.01%	142