Ellevest, Inc. Sumitomo Mitsui Financial Group, Inc. Transaction History

Ellevest, Inc.

$1.48 Billion
Q1 2025

A detailed history of Ellevest, Inc. transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Ellevest, Inc. holds 56,609 shares of SMFG stock, worth $869,514. This represents 0.06% of its overall portfolio holdings.

Number of Shares

56,609

Previous 62,368 9.23%

Holding current value

$869,514

Previous $903,000 3.1%

% of portfolio

0.06%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$14.13 - $16.72 $81,374 - $96,290	-5,759 Reduced 9.23%	56,609 $875,000
Q4 2024 Feb 14, 2025	BUY	$12.27 - $15.41 $69,018 - $86,681	5,625 Added 9.91%	62,368 $903,000
Q3 2024 Nov 13, 2024	SELL	$11.38 - $14.48 $107,279 - $136,502	-9,427 Reduced 14.25%	56,743 $716,000
Q2 2024 Aug 14, 2024	BUY	$11.1 - $13.41 $608,957 - $735,686	54,861 Added 485.11%	66,170 $887,000
Q1 2024 May 13, 2024	BUY	$9.6 - $12.33 $11,347 - $14,574	1,182 Added 11.67%	11,309 $133,000
Q4 2023 Feb 06, 2024	BUY	$9.05 - $10.15 $91,649 - $102,789	10,127 New	10,127 $98,000
Q1 2023 May 04, 2023	BUY	$7.66 - $9.03 $18,215 - $21,473	2,378 New	2,378 $19,000
Q2 2022 Jul 18, 2022	SELL	$5.74 - $6.41 $4,184 - $4,672	-729 Reduced 81.82%	162 $1,000
Q1 2022 Apr 19, 2022	SELL	$6.27 - $7.7 $4,483 - $5,505	-715 Reduced 44.52%	891 $6,000
Q4 2021 Jan 24, 2022	SELL	$6.47 - $7.04 $55,337 - $60,213	-8,553 Reduced 84.19%	1,606 $11,000
Q3 2021 Oct 19, 2021	SELL	$6.6 - $7.48 $201,597 - $228,476	-30,545 Reduced 75.04%	10,159 $71,000
Q2 2021 Jul 13, 2021	BUY	$6.88 - $7.44 $176,244 - $190,590	25,617 Added 169.8%	40,704 $280,000
Q1 2021 May 03, 2021	SELL	$6.1 - $7.88 $16,256 - $21,000	-2,665 Reduced 15.01%	15,087 $109,000
Q4 2020 Feb 04, 2021	BUY	$5.4 - $6.23 $61,738 - $71,227	11,433 Added 180.93%	17,752 $110,000
Q3 2020 Oct 26, 2020	BUY	$5.35 - $5.95 $11,941 - $13,280	2,232 Added 54.61%	6,319 $35,000
Q2 2020 Jul 06, 2020	SELL	$4.63 - $6.37 $17,658 - $24,295	-3,814 Reduced 48.27%	4,087 $23,000
Q1 2020 Apr 13, 2020	BUY	$4.61 - $7.47 $15,595 - $25,271	3,383 Added 74.88%	7,901 $38,000
Q4 2019 Feb 05, 2020	BUY	$6.72 - $7.53 $30,360 - $34,020	4,518 New	4,518 $33,000
Q3 2019 Oct 08, 2019	SELL	$6.36 - $7.15 $5,113 - $5,748	-804 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	$6.83 - $7.32 $5,491 - $5,885	804 New	804 $6,000

Others Institutions Holding SMFG

# of Institutions

390

Shares Held

110M

Call Options Held

3.38M

Put Options Held

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 $105B
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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