Spire 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	$7.45K	Sell	377 -38	-9%	-$798	﹤0.01%	1722
2025 Q4	$8.03K	Sell	415 -149	-26%	-$2.58K	﹤0.01%	1781
2025 Q3	$9.44K	Hold	564	–	–	﹤0.01%	1767
2025 Q2	$8.52K	Hold	564	–	–	﹤0.01%	1772
2025 Q1	$8.72K	Buy	564 +18	+3%	+$274	﹤0.01%	1876
2024 Q4	$7.91K	Buy	546 +47	+9%	+$646	﹤0.01%	1907
2024 Q3	$6.3K	Buy	499 +312	+167%	+$4.12K	﹤0.01%	1766
2024 Q2	$2.51K	Buy	+187	New	+$2.27K	﹤0.01%	1968
2024 Q1	–	Sell	-187	Closed	-$1.84K	–	2390
2023 Q4	$1.84K	Sell	187 -339	-64%	-$3.29K	﹤0.01%	2160
2023 Q3	$5.18K	Hold	526	–	–	﹤0.01%	1935
2023 Q2	$4.52K	Hold	526	–	–	﹤0.01%	2025
2023 Q1	$4.21K	Buy	526 +226	+75%	+$1.91K	﹤0.01%	2076
2022 Q4	$2K	Hold	300	–	–	﹤0.01%	2105
2022 Q3	$2K	Sell	300 -933	-76%	-$5.63K	﹤0.01%	1996
2022 Q2	$7K	Sell	1,233 -259	-17%	-$1.56K	﹤0.01%	2043
2022 Q1	$9K	Sell	1,492 -187	-11%	-$1.33K	﹤0.01%	2075
2021 Q4	$11K	Buy	1,679 +187	+13%	+$1.27K	﹤0.01%	2356
2021 Q3	$10K	Hold	1,492	–	–	﹤0.01%	2106
2021 Q2	$10K	Sell	1,492 -615	-29%	-$4.41K	﹤0.01%	2128
2021 Q1	$16K	Buy	+2,107	New	+$14.7K	﹤0.01%	2246