Valeo Financial Advisors’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 Q2	$523K	Buy	22,193 +4,323	+24%	+$96K	0.01%	436
2026 Q1	$353K	Sell	17,870 -7,048	-28%	-$148K	0.01%	494
2025 Q4	$482K	Buy	24,918 +3,279	+15%	+$56.8K	0.01%	474
2025 Q3	$362K	Buy	21,639 +1,057	+5%	+$16.9K	0.01%	546
2025 Q2	$311K	Buy	20,582 +483	+2%	+$6.95K	0.01%	567
2025 Q1	$311K	Buy	20,099 +4,140	+26%	+$63K	0.01%	525
2024 Q4	$231K	Buy	15,959 +13	+0.1%	+$179	0.01%	632
2024 Q3	$201K	Buy	15,946 +736	+5%	+$9.72K	0.01%	658
2024 Q2	$204K	Buy	15,210 +89	+0.6%	+$1.08K	0.01%	608
2024 Q1	$172K	Hold	15,121	–	–	0.01%	613
2023 Q4	$146K	Sell	15,121 -1,992	-12%	-$19.3K	0.01%	603
2023 Q3	$169K	Sell	17,113 -1,423	-8%	-$13.2K	0.01%	575
2023 Q2	$159K	Buy	18,536 +1,533	+9%	+$12.7K	0.01%	554
2023 Q1	$136K	Buy	17,003 +4,899	+40%	+$41.5K	0.01%	567
2022 Q4	$97.1K	Buy	+12,104	New	+$77.1K	0.01%	508
2021 Q2	–	Sell	-2,422	Closed	-$18K	–	1616
2021 Q1	$18K	Buy	2,422 +1,601	+195%	+$11.2K	﹤0.01%	1210
2020 Q4	$5K	Sell	821 -388	-32%	-$2.28K	﹤0.01%	1378
2020 Q3	$7K	Sell	1,209 -925	-43%	-$5.3K	﹤0.01%	1177
2020 Q2	$12K	Buy	2,134 +102	+5%	+$551	﹤0.01%	1235
2020 Q1	$10K	Hold	2,032	–	–	﹤0.01%	1109
2019 Q4	$15K	Buy	2,032 +925	+84%	+$6.66K	﹤0.01%	988
2019 Q3	$8K	Sell	1,107 -328	-23%	-$2.24K	﹤0.01%	1095
2019 Q2	$10K	Buy	1,435 +698	+95%	+$4.94K	﹤0.01%	1031
2019 Q1	$5K	Buy	737 +9	+1%	+$64	﹤0.01%	1194
2018 Q4	$5K	Sell	728 -964	-57%	-$7.2K	﹤0.01%	1096
2018 Q3	$13K	Buy	1,692 +590	+54%	+$4.66K	﹤0.01%	896
2018 Q2	$9K	Sell	1,102 -68	-6%	-$565	﹤0.01%	977
2018 Q1	$10K	Buy	1,170 +319	+37%	+$2.85K	﹤0.01%	926
2017 Q4	$7K	Buy	851 +456	+115%	+$3.69K	﹤0.01%	930
2017 Q3	$3K	Buy	+395	New	+$3.01K	﹤0.01%	971