Venturi Wealth Management’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	$184K	Buy	+12,206	New	+$184K	0.01%	528
2025 Q1	–	Sell	-1,109	Closed	-$16.1K	–	1616
2024 Q4	$16.1K	Buy	1,109 +136	+14%	+$1.97K	﹤0.01%	1318
2024 Q3	$12.3K	Buy	973 +826	+562%	+$10.4K	﹤0.01%	1138
2024 Q2	$1.97K	Buy	+147	New	+$1.97K	﹤0.01%	1364