Creative Planning Sumitomo Mitsui Financial Group, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Creative Planning holds 376,490 shares of SMFG stock, worth $5.26 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

376,490

Previous 357,915 5.19%

Holding current value

$5.26 Million

Previous $4.8 Million 0.92%

% of portfolio

0.0%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$11.38 - $14.48 $211,383 - $268,966	18,575 Added 5.19%	376,490 $4.76 Million
Q2 2024 Aug 15, 2024	BUY	$11.1 - $13.41 $550,149 - $664,639	49,563 Added 16.07%	357,915 $4.8 Million
Q1 2024 May 10, 2024	BUY	$9.6 - $12.33 $608,265 - $781,241	63,361 Added 25.86%	308,352 $3.63 Million
Q4 2023 Feb 14, 2024	BUY	$9.05 - $10.15 $164,447 - $184,435	18,171 Added 8.01%	244,991 $2.37 Million
Q3 2023 Nov 16, 2023	BUY	$8.56 - $10.35 $263,074 - $318,086	30,733 Added 15.67%	226,820 $2.23 Million
Q2 2023 Jul 21, 2023	BUY	$7.84 - $8.63 $297,261 - $327,215	37,916 Added 23.97%	196,087 $1.69 Million
Q1 2023 May 15, 2023	BUY	$7.66 - $9.03 $238,501 - $281,158	31,136 Added 24.51%	158,171 $1.27 Million
Q4 2022 Feb 10, 2023	BUY	$5.39 - $8.05 $13,965 - $20,857	2,591 Added 2.08%	127,035 $1.02 Million
Q3 2022 Nov 03, 2022	BUY	$5.5 - $31.5 $235,482 - $1.35 Million	42,815 Added 52.45%	124,444 $684,000
Q2 2022 Aug 15, 2022	BUY	$5.74 - $6.41 $177,136 - $197,812	30,860 Added 60.79%	81,629 $482,000
Q1 2022 May 16, 2022	BUY	$6.27 - $7.7 $18,446 - $22,653	2,942 Added 6.15%	50,769 $318,000
Q4 2021 Feb 11, 2022	BUY	$6.47 - $7.04 $6,424 - $6,990	993 Added 2.12%	47,827 $325,000
Q3 2021 Nov 10, 2021	BUY	$6.6 - $7.48 $139,834 - $158,478	21,187 Added 82.61%	46,834 $328,000
Q2 2021 Aug 04, 2021	SELL	$6.88 - $7.44 $124,225 - $134,336	-18,056 Reduced 41.32%	25,647 $177,000
Q1 2021 Apr 30, 2021	BUY	$6.1 - $7.88 $21,594 - $27,895	3,540 Added 8.81%	43,703 $317,000
Q4 2020 Jan 29, 2021	SELL	$5.4 - $6.23 $17,744 - $20,471	-3,286 Reduced 7.56%	40,163 $248,000
Q3 2020 Nov 05, 2020	BUY	$5.35 - $5.95 $133,926 - $148,946	25,033 Added 135.93%	43,449 $243,000
Q2 2020 Jul 23, 2020	BUY	$4.63 - $6.37 $85,266 - $117,309	18,416 New	18,416 $103,000
Q2 2019 Jul 26, 2019	SELL	$6.83 - $7.32 $109,423 - $117,273	-16,021 Closed	0 $0
Q1 2019 Apr 24, 2019	SELL	$6.62 - $7.44 $3,965 - $4,456	-599 Reduced 3.6%	16,021 $113,000
Q4 2018 Feb 01, 2019	BUY	$6.36 - $8.29 $39,991 - $52,127	6,288 Added 60.86%	16,620 $108,000
Q3 2018 Oct 25, 2018	BUY	$7.6 - $8.42 $78,523 - $86,995	10,332 New	10,332 $83,000
Q4 2017 Jan 17, 2018	SELL	$7.68 - $8.82 $690,094 - $792,529	-89,856 Closed	0 $0
Q3 2017 Oct 17, 2017	BUY	$7.35 - $7.96 $660,441 - $715,253	89,856	89,856 $693,000

Others Institutions Holding SMFG

# of Institutions

350

Shares Held

87.9M

Call Options Held

3.54M

Put Options Held

7.5K

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 $95.7B
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...

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Creative Planning Sumitomo Mitsui Financial Group, Inc. Transaction History