Thomas White International’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
2023 Q2	$2.37M	Sell	275,348 -1,126	-0.4%	-$9.3K	0.49%	69
2023 Q1	$2.21M	Buy	276,474 +11,249	+4%	+$95.2K	0.47%	69
2022 Q4	$2.13M	Buy	265,225 +20,273	+8%	+$129K	0.47%	74
2022 Q3	$1.35M	Buy	244,952 +5,327	+2%	+$32.1K	0.32%	103
2022 Q2	$1.41M	Buy	239,625 +47,702	+25%	+$288K	0.28%	105
2022 Q1	$1.2M	Buy	+191,923	New	+$1.37M	0.2%	120
2017 Q3	–	Sell	-374	Closed	-$3K	–	250
2017 Q2	$3K	Hold	374	–	–	﹤0.01%	246
2017 Q1	$3K	Hold	374	–	–	﹤0.01%	317
2016 Q4	$3K	Hold	374	–	–	﹤0.01%	300
2016 Q3	$3K	Sell	374 -287	-43%	-$1.86K	﹤0.01%	283
2016 Q2	$4K	Hold	661	–	–	﹤0.01%	255
2016 Q1	$4K	Hold	661	–	–	﹤0.01%	277
2015 Q4	$5K	Sell	661 -308	-32%	-$2.42K	﹤0.01%	302
2015 Q3	$7K	Buy	+969	New	+$8.14K	﹤0.01%	325