Shelton Capital Management’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	$423K	Sell	27,994 -179	-0.6%	-$2.71K	0.01%	384
2025 Q1	$436K	Sell	28,173 -887	-3%	-$13.7K	0.01%	359
2024 Q4	$421K	Buy	29,060 +453	+2%	+$6.56K	0.01%	388
2024 Q3	$361K	Buy	+28,607	New	+$361K	0.01%	424