Whittier Trust’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
2024 Q3	–	Sell	-195	Closed	-$2.61K	–	1579
2024 Q2	$2.61K	Buy	+195	New	+$2.36K	﹤0.01%	1411
2020 Q3	–	Sell	-1,795	Closed	-$10K	–	1502
2020 Q2	$10K	Hold	1,795	–	–	﹤0.01%	1071
2020 Q1	$8K	Buy	1,795 +716	+66%	+$4.61K	﹤0.01%	1145
2019 Q4	$8K	Hold	1,079	–	–	﹤0.01%	1172
2019 Q3	$7K	Hold	1,079	–	–	﹤0.01%	1200
2019 Q2	$8K	Hold	1,079	–	–	﹤0.01%	1103
2019 Q1	$8K	Sell	1,079 -530	-33%	-$3.79K	﹤0.01%	1092
2018 Q4	$10K	Hold	1,609	–	–	﹤0.01%	1094
2018 Q3	$13K	Buy	1,609 +1,079	+204%	+$8.53K	﹤0.01%	1019
2018 Q2	$4K	Sell	530 -422	-44%	-$3.51K	﹤0.01%	1123
2018 Q1	$8K	Buy	952 +422	+80%	+$3.77K	﹤0.01%	1086
2017 Q4	$5K	Sell	530 -1,172	-69%	-$9.5K	﹤0.01%	1127
2017 Q3	$13K	Buy	+1,702	New	+$13K	﹤0.01%	986
2014 Q2	–	Sell	-5,750	Closed	-$50K	–	1065
2014 Q1	$50K	Hold	5,750	–	–	﹤0.01%	657
2013 Q4	$60K	Hold	5,750	–	–	﹤0.01%	634
2013 Q3	$56K	Hold	5,750	–	–	﹤0.01%	648
2013 Q2	$53K	Buy	+5,750	New	+$51.3K	﹤0.01%	649