A detailed history of Alera Investment Advisors, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 16,826 shares of SMFG stock, worth $233,376. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,826
Holding current value
$233,376
% of portfolio
0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$11.1 - $13.41 $186,768 - $225,636
16,826 New
16,826 $225,000
Q3 2022

Nov 09, 2022

BUY
$5.5 - $31.5 $2,849 - $16,317
518 Added 5.08%
10,717 $59,000
Q2 2022

Aug 08, 2022

BUY
$5.74 - $6.41 $58,542 - $65,375
10,199 New
10,199 $60,000
Q2 2019

Aug 07, 2019

SELL
$6.83 - $7.32 $16,221 - $17,385
-2,375 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$6.62 - $7.44 $6,004 - $6,748
907 Added 61.78%
2,375 $17,000
Q4 2018

Feb 14, 2019

BUY
$6.36 - $8.29 $9,336 - $12,169
1,468 New
1,468 $10,000

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $95.1B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
Track This Portfolio

Track Alera Investment Advisors, LLC Portfolio

Follow Alera Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.