A detailed history of Drive Wealth Management, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Drive Wealth Management, LLC holds 20,838 shares of SMFG stock, worth $263,600. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,838
Previous 20,416 2.07%
Holding current value
$263,600
Previous $240,000 16.25%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Jul 31, 2024

BUY
$11.1 - $13.41 $4,684 - $5,659
422 Added 2.07%
20,838 $279,000
Q1 2024

Apr 22, 2024

BUY
$9.6 - $12.33 $12,998 - $16,694
1,354 Added 7.1%
20,416 $240,000
Q4 2023

Jan 22, 2024

BUY
$9.05 - $10.15 $11,891 - $13,337
1,314 Added 7.4%
19,062 $184,000
Q3 2023

Oct 10, 2023

BUY
$8.56 - $10.35 $20,056 - $24,250
2,343 Added 15.21%
17,748 $174,000
Q2 2023

Jul 14, 2023

BUY
$7.84 - $8.63 $14,378 - $15,827
1,834 Added 13.51%
15,405 $132,000
Q1 2023

Apr 13, 2023

SELL
$7.66 - $9.03 $3,286 - $3,873
-429 Reduced 3.06%
13,571 $108,000
Q4 2022

Jan 27, 2023

BUY
$5.39 - $8.05 $3,363 - $5,023
624 Added 4.67%
14,000 $0
Q3 2022

Nov 14, 2022

BUY
$5.5 - $31.5 $73,568 - $421,344
13,376 New
13,376 $74,000

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 $86.7B
  • 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...
More about SMFG
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.