Sowell Financial Services’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	$353K	Buy	17,873 +437	+3%	+$9.18K	0.01%	772
2025 Q4	$337K	Buy	17,436 +2,653	+18%	+$46K	0.01%	789
2025 Q3	$247K	Sell	14,783 -3,916	-21%	-$62.7K	0.01%	900
2025 Q2	$283K	Buy	18,699 +1,094	+6%	+$15.7K	0.01%	810
2025 Q1	$272K	Buy	17,605 +2,590	+17%	+$39.4K	0.01%	805
2024 Q4	$218K	Buy	+15,015	New	+$206K	0.01%	500
2021 Q2	–	Sell	-2,020	Closed	-$15K	–	2374
2021 Q1	$15K	Buy	2,020 +1,086	+116%	+$7.56K	﹤0.01%	2167
2020 Q4	$6K	Hold	934	–	–	﹤0.01%	2227
2020 Q3	$5K	Hold	934	–	–	﹤0.01%	2014
2020 Q2	$5K	Hold	934	–	–	﹤0.01%	1914
2020 Q1	$4K	Sell	934 -503	-35%	-$3.24K	﹤0.01%	1924
2019 Q4	$11K	Sell	1,437 -503	-26%	-$3.62K	﹤0.01%	1662
2019 Q3	$13K	Buy	+1,940	New	+$13.3K	﹤0.01%	1450