A detailed history of Beverly Hills Private Wealth, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 18,477 shares of SMFG stock, worth $238,168. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,477
Previous 18,369 0.59%
Holding current value
$238,168
Previous $216 Million 14.6%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 07, 2024

BUY
$11.1 - $13.41 $1,198 - $1,448
108 Added 0.59%
18,477 $248 Million
Q1 2024

May 08, 2024

BUY
$9.6 - $12.33 $8,323 - $10,690
867 Added 4.95%
18,369 $216 Million
Q4 2023

Jan 29, 2024

SELL
$9.05 - $10.15 $333,881 - $374,463
-36,893 Reduced 67.82%
17,502 $169 Million
Q3 2023

Nov 08, 2023

SELL
$8.56 - $10.35 $479,402 - $579,651
-56,005 Reduced 50.73%
54,395 $536 Million
Q2 2023

Aug 09, 2023

BUY
$7.84 - $8.63 $469,169 - $516,445
59,843 Added 118.37%
110,400 $1.01 Billion
Q1 2023

May 03, 2023

BUY
$7.66 - $9.03 $219,045 - $258,221
28,596 Added 130.21%
50,557 $404 Million
Q4 2022

Feb 13, 2023

BUY
$5.39 - $8.05 $118,369 - $176,786
21,961 New
21,961 $176 Million

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 $88.4B
  • 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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