Simon Quick Advisors’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	$397K	Buy	26,256 +6,924	+36%	+$105K	0.02%	510
2025 Q1	$299K	Buy	19,332 +8,104	+72%	+$125K	0.02%	444
2024 Q4	$163K	Buy	+11,228	New	+$163K	0.01%	464
2019 Q3	–	Sell	-856	Closed	-$6.04K	–	503
2019 Q2	$6.04K	Buy	+856	New	+$6.04K	﹤0.01%	269