A detailed history of Bell Investment Advisors, Inc transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 167 shares of SMFG stock, worth $2,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares
167
Previous 167 -0.0%
Holding current value
$2,094
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$9.6 - $12.33 $1,065 - $1,368
111 Added 198.21%
167 $1,000
Q4 2023

Feb 14, 2024

SELL
$9.05 - $10.15 $570 - $639
-63 Reduced 52.94%
56 $0
Q3 2023

Nov 08, 2023

BUY
$8.56 - $10.35 $479 - $579
56 Added 88.89%
119 $1,000
Q1 2023

May 10, 2023

SELL
$7.66 - $9.03 $1,777 - $2,094
-232 Reduced 78.64%
63 $0
Q4 2022

Feb 08, 2023

BUY
$5.39 - $8.05 $339 - $507
63 Added 27.16%
295 $2,000
Q2 2022

Aug 12, 2022

SELL
$5.74 - $6.41 $7,634 - $8,525
-1,330 Reduced 85.15%
232 $1,000
Q4 2021

Feb 14, 2022

BUY
$6.47 - $7.04 $4,897 - $5,329
757 Added 94.04%
1,562 $11,000
Q3 2021

Nov 12, 2021

BUY
$6.6 - $7.48 $5,313 - $6,021
805 New
805 $6,000

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 $86B
  • 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 Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc 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 Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.