Yousif Capital Management’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	$1.07M	Hold	54,329	–	–	0.01%	1017
2025 Q4	$1.14M	Sell	54,329 -540	-1%	-$9.36K	0.01%	1019
2025 Q3	$919K	Sell	54,869 -20,580	-27%	-$330K	0.01%	1150
2025 Q2	$1.14M	Buy	75,449 +1,554	+2%	+$22.3K	0.01%	1061
2025 Q1	$1.14M	Sell	73,895 -27,195	-27%	-$414K	0.01%	1034
2024 Q4	$1.46M	Hold	101,090	–	–	0.02%	925
2024 Q3	$1.28M	Sell	101,090 -4,391	-4%	-$58K	0.01%	1027
2024 Q2	$1.41M	Sell	105,481 -10,095	-9%	-$122K	0.02%	934
2024 Q1	$1.36M	Sell	115,576 -2,370	-2%	-$25.4K	0.02%	1026
2023 Q4	$1.14M	Buy	117,946 +7,630	+7%	+$74K	0.01%	1157
2023 Q3	$1.09M	Sell	110,316 -5,670	-5%	-$52.4K	0.01%	1097
2023 Q2	$997K	Buy	115,986 +655	+0.6%	+$5.41K	0.01%	1163
2023 Q1	$923K	Buy	115,331 +470	+0.4%	+$3.98K	0.01%	1187
2022 Q4	$921K	Hold	114,861	–	–	0.01%	1196
2022 Q3	$632K	Buy	114,861 +9,180	+9%	+$55.4K	0.01%	1416
2022 Q2	$624K	Sell	105,681 -765	-0.7%	-$4.62K	0.01%	1458
2022 Q1	$667K	Hold	106,446	–	–	0.01%	1521
2021 Q4	$723K	Buy	+106,446	New	+$721K	0.01%	1517