Concourse Financial Group Securities, Inc. Sumitomo Mitsui Financial Group, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$12.23 - $15.46 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	BUY	$14.13 - $16.72 $0 - $0	0 New	0 $0
Q4 2024 Feb 13, 2025	BUY	$12.27 - $15.41 $0 - $0	0 New	0 $0
Q3 2024 Oct 10, 2024	BUY	$11.38 - $14.48 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$11.1 - $13.41 $0 - $0	0 New	0 $0
Q1 2024 Apr 30, 2024	SELL	$9.6 - $12.33 $1,622 - $2,083	-169 Closed	0 $0
Q4 2023 Feb 07, 2024	SELL	$9.05 - $10.15 $2,054 - $2,304	-227 Reduced 57.32%	169 $1,000
Q3 2023 Oct 25, 2023	SELL	$8.56 - $10.35 $265 - $320	-31 Reduced 7.26%	396 $3,000
Q2 2023 Aug 10, 2023	BUY	$7.84 - $8.63 $744 - $819	95 Added 28.61%	427 $3,000
Q4 2022 Jan 30, 2023	SELL	$5.39 - $8.05 $156 - $233	-29 Reduced 8.03%	332 $0
Q3 2022 Nov 15, 2022	BUY	$5.5 - $31.5 $1,985 - $11,371	361 New	361 $2,000
Q2 2022 Aug 09, 2022	BUY	$5.74 - $6.41 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$6.27 - $7.7 $0 - $0	0 New	0 $0
Q4 2021 Feb 07, 2022	SELL	$6.47 - $7.04 $2,736 - $2,977	-423 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$6.6 - $7.48 $2,791 - $3,164	423 New	423 $3,000
Q2 2021 Aug 13, 2021	BUY	$6.88 - $7.44 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	BUY	$6.1 - $7.88 $0 - $0	0 New	0 $0
Q4 2020 Feb 02, 2021	BUY	$5.4 - $6.23 $0 - $0	0 New	0 $0
Q3 2020 Nov 13, 2020	BUY	$5.35 - $5.95 $0 - $0	0 New	0 $0
Q2 2020 Aug 13, 2020	SELL	$4.63 - $6.37 $10,547 - $14,510	-2,278 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$4.61 - $7.47 $9,625 - $15,597	2,088 Added 1098.95%	2,278 $11,000
Q4 2019 Feb 14, 2020	BUY	$6.72 - $7.53 $1,276 - $1,430	190 New	190 $1,000
Q3 2019 Nov 13, 2019	SELL	$6.36 - $7.15 $24,721 - $27,792	-3,887 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$6.83 - $7.32 $1,844 - $1,976	-270 Reduced 6.5%	3,887 $27,000
Q1 2019 May 15, 2019	SELL	$6.62 - $7.44 $10,360 - $11,643	-1,565 Reduced 27.35%	4,157 $29,000
Q4 2018 Feb 14, 2019	BUY	$6.36 - $8.29 $2,569 - $3,349	404 Added 7.6%	5,722 $37,000
Q3 2018 Nov 13, 2018	BUY	$7.6 - $8.42 $40,416 - $44,777	5,318 New	5,318 $43,000

Others Institutions Holding SMFG

# of Institutions

435

Shares Held

110M

Call Options Held

1.73M

Put Options Held

18.8K

Morgan Stanley New York, NY

21.1M
Shares

$369 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

10.8M
Shares

$189 Million
0.02% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$119 Million
0.0% of portfolio
Northern Trust Corp Chicago, IL

5.74M
Shares

$100 Million
0.01% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

4.14M
Shares

$72.4 Million
0.46% of portfolio

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

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