SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 65,989 Value ($000) $1,105 Avg Close Range
Q2 2025
Shares 65,854 Value ($000) $995 Avg Close Range
Q1 2025
Shares 64,181 Value ($000) $992 Avg Close Range
Q4 2024
Shares 61,519 Value ($000) $891 Avg Close Range
Q3 2024
Shares 80,612 Value ($000) $1,018 Avg Close Range
Q2 2024
Shares 79,386 Value ($000) $1,065 Avg Close Range
Q1 2024
Shares 78,288 Value ($000) $921 Avg Close Range
Q4 2023
Shares 78,650 Value ($000) $761 Avg Close Range
Q3 2023
Shares 76,450 Value ($000) $753 Avg Close Range
Q2 2023
Shares 74,138 Value ($000) $638 Avg Close Range
Q1 2023
Shares 72,030 Value ($000) $576 Avg Close Range
Q4 2022
Shares 89,448 Value ($000) $717 Avg Close Range
Q3 2022
Shares 87,314 Value ($000) $480 Avg Close Range
Q2 2022
Shares 86,320 Value ($000) $509 Avg Close Range
Q1 2022
Shares 89,021 Value ($000) $558 Avg Close Range
Q4 2021
Shares 69,622 Value ($000) $473 Avg Close Range
Q3 2021
Shares 62,913 Value ($000) $441 Avg Close Range
Q2 2020
Shares 24,345 Value ($000) $137 Avg Close Range
Q1 2020
Shares 135,519 Value ($000) $649 Avg Close Range
Q4 2019
Shares 170,031 Value ($000) $1,194 Avg Close Range
Q3 2019
Shares 183,732 Value ($000) $1,345 Avg Close Range
Q2 2019
Shares 196,870 Value ($000) $1,360 Avg Close Range
Q1 2019
Shares 133,455 Value ($000) $938 Avg Close Range
Q4 2018
Shares 114,295 Value ($000) $808 Avg Close Range
Q3 2018
Shares 67,386 Value ($000) $536 Avg Close Range