West Family Investments’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 Q1	$361K	Sell	18,274 -13,005	-42%	-$273K	0.13%	151
2025 Q4	$605K	Buy	31,279 +7,268	+30%	+$126K	0.14%	138
2025 Q3	$402K	Hold	24,011	–	–	0.09%	225
2025 Q2	$363K	Buy	24,011 +8,681	+57%	+$125K	0.09%	227
2025 Q1	$237K	Sell	15,330 -11,575	-43%	-$176K	0.09%	212
2024 Q4	$390K	Hold	26,905	–	–	0.14%	152
2024 Q3	$340K	Buy	26,905 +1,220	+5%	+$16.1K	0.12%	179
2024 Q2	$344K	Buy	25,685 +4,470	+21%	+$54.1K	0.1%	158
2024 Q1	$250K	Buy	21,215 +715	+3%	+$7.67K	0.08%	209
2023 Q4	$198K	Buy	20,500 +2,985	+17%	+$28.9K	0.07%	224
2023 Q3	$173K	Buy	17,515 +910	+5%	+$8.42K	0.06%	214
2023 Q2	$143K	Sell	16,605 -1,540	-8%	-$12.7K	0.06%	224
2023 Q1	$145K	Sell	18,145 -2,675	-13%	-$22.6K	0.06%	184
2022 Q4	$167K	Sell	20,820 -85,390	-80%	-$544K	0.06%	219
2022 Q3	$584K	Buy	106,210 +55,900	+111%	+$337K	0.25%	86
2022 Q2	$297K	Sell	50,310 -70,690	-58%	-$427K	0.12%	159
2022 Q1	$759K	Buy	121,000 +510	+0.4%	+$3.63K	0.22%	75
2021 Q4	$818K	Sell	120,490 -23,960	-17%	-$162K	0.23%	83
2021 Q3	$1.01M	Buy	144,450 +118,045	+447%	+$822K	0.27%	65
2021 Q2	$182K	Buy	+26,405	New	+$189K	0.05%	328