Summit Trail Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Summit Trail Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$235K	Buy
2025 Q2	$182K	Buy
2025 Q1	$180K	Sell
2024 Q4	$180K	Sell
2024 Q3	$162K	Buy
2024 Q1	–	Sell
2023 Q4	$114K	Buy
2018 Q2	–	Sell
2018 Q1	$118K	Buy
2017 Q4	$135K	Buy