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 39,897 shares of SMFG stock, worth $558,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,897
Previous 32,846 21.47%
Holding current value
$558,159
Previous $386,000 38.6%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $95.9B
  • 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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