Syverson Strege & Co’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	$282K	Buy	+18,660	New	+$282K	0.07%	124
2023 Q2	–	Sell	-2,001	Closed	-$16K	–	528
2023 Q1	$16K	Buy	+2,001	New	+$16K	0.01%	208
2021 Q4	–	Sell	-1,904	Closed	-$13K	–	454
2021 Q3	$13K	Buy	+1,904	New	+$13K	0.01%	219