Waldron Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-38,868	Closed	-$309K	–	460
2024 Q3	$309K	Buy	+38,868	New	+$309K	0.01%	323