Captrust Financial Advisors Sumitomo Mitsui Financial Group, Inc. Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

A detailed history of Captrust Financial Advisors transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 45,034 shares of SMFG stock, worth $787,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares

45,034

Previous 46,880 3.94%

Holding current value

$787,194

Previous $724,000 6.08%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$12.23 - $15.46 $22,576 - $28,539	-1,846 Reduced 3.94%	45,034 $680,000
Q1 2025 May 14, 2025	BUY	$14.13 - $16.72 $387,402 - $458,412	27,417 Added 140.87%	46,880 $724,000
Q4 2024 Feb 14, 2025	SELL	$12.27 - $15.41 $300,921 - $377,930	-24,525 Reduced 55.75%	19,463 $282,000
Q3 2024 Nov 14, 2024	BUY	$11.38 - $14.48 $46,555 - $59,237	4,091 Added 10.25%	43,988 $555,000
Q2 2024 Aug 14, 2024	BUY	$11.1 - $13.41 $78,266 - $94,553	7,051 Added 21.47%	39,897 $535,000
Q1 2024 May 15, 2024	SELL	$9.6 - $12.33 $198,595 - $255,070	-20,687 Reduced 38.64%	32,846 $386,000
Q4 2023 Feb 14, 2024	SELL	$9.05 - $10.15 $370,452 - $415,480	-40,934 Reduced 43.33%	53,533 $518,000
Q3 2023 Nov 14, 2023	BUY	$8.56 - $10.35 $473,248 - $572,210	55,286 Added 141.1%	94,467 $930,000
Q2 2023 Aug 14, 2023	BUY	$7.84 - $8.63 $19,717 - $21,704	2,515 Added 6.86%	39,181 $336,000
Q1 2023 May 15, 2023	BUY	$7.66 - $9.03 $20,329 - $23,965	2,654 Added 7.8%	36,666 $293,000
Q4 2022 Feb 15, 2023	BUY	$5.39 - $8.05 $48,068 - $71,789	8,918 Added 35.54%	34,012 $272,000
Q3 2022 Nov 16, 2022	BUY	$5.5 - $31.5 $61,902 - $354,532	11,255 Added 81.33%	25,094 $138,000
Q2 2022 Aug 23, 2022	SELL	$5.74 - $6.41 $47,596 - $53,151	-8,292 Reduced 37.47%	13,839 $82,000
Q2 2022 Aug 16, 2022	BUY	$5.74 - $6.41 $34,927 - $39,004	6,085 Added 37.92%	22,131 $131,000
Q1 2022 May 16, 2022	BUY	$6.27 - $7.7 $44,046 - $54,092	7,025 Added 77.87%	16,046 $101,000
Q4 2021 Feb 14, 2022	SELL	$6.47 - $7.04 $110,300 - $120,017	-17,048 Reduced 65.4%	9,021 $61,000
Q3 2021 Nov 16, 2021	BUY	$6.6 - $7.48 $19,892 - $22,544	3,014 Added 13.07%	26,069 $183,000
Q2 2021 Aug 16, 2021	BUY	$6.88 - $7.44 $14,764 - $15,966	2,146 Added 10.26%	23,055 $159,000
Q1 2021 May 17, 2021	BUY	$6.1 - $7.88 $51,972 - $67,137	8,520 Added 68.77%	20,909 $152,000
Q4 2020 Feb 16, 2021	SELL	$5.4 - $6.23 $28,355 - $32,713	-5,251 Reduced 29.77%	12,389 $76,000
Q3 2020 Nov 17, 2020	BUY	$5.35 - $5.95 $19,142 - $21,289	3,578 Added 25.44%	17,640 $99,000
Q2 2020 Aug 14, 2020	SELL	$4.63 - $6.37 $11,102 - $15,275	-2,398 Reduced 14.57%	14,062 $79,000
Q1 2020 May 15, 2020	SELL	$4.61 - $7.47 $1,917 - $3,107	-416 Reduced 2.47%	16,460 $77,000
Q4 2019 Feb 14, 2020	BUY	$6.72 - $7.53 $113,406 - $127,076	16,876 New	16,876 $126,000

Others Institutions Holding SMFG

# of Institutions

435

Shares Held

110M

Call Options Held

1.73M

Put Options Held

18.8K

View Full List

About SUMITOMO MITSUI FINANCIAL GROUP, INC.

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $120B
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

Portfolio Update

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

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Sumitomo Mitsui Financial Group, Inc. Transaction History