A detailed history of Avantax Advisory Services, Inc. transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,312 shares of SMFG stock, worth $285,789. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,312
Previous 19,129 6.18%
Holding current value
$285,789
Previous $256,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$11.38 - $14.48 $13,462 - $17,129
1,183 Added 6.18%
20,312 $256,000
Q2 2024

Aug 09, 2024

BUY
$11.1 - $13.41 $212,331 - $256,519
19,129 New
19,129 $256,000
Q3 2023

Nov 07, 2023

BUY
$8.56 - $10.35 $1,232 - $1,490
144 Added 1.25%
11,647 $114,000
Q2 2023

Aug 11, 2023

SELL
$7.84 - $8.63 $799 - $880
-102 Reduced 0.88%
11,503 $98,000
Q1 2023

Apr 28, 2023

BUY
$7.66 - $9.03 $88,894 - $104,793
11,605 New
11,605 $92,000
Q2 2022

Aug 02, 2022

SELL
$5.74 - $6.41 $216,518 - $241,791
-37,721 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$6.27 - $7.7 $39,156 - $48,086
6,245 Added 19.84%
37,721 $238,000
Q4 2021

Jan 24, 2022

BUY
$6.47 - $7.04 $203,649 - $221,591
31,476 New
31,476 $214,000

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 $96.5B
  • 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
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