Ep Wealth Advisors, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History

Ep Wealth Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	BUY	$5.74 - $6.41 $41,764 - $46,639	7,276 Added 38.07%	26,387 $156,000
Q1 2022 May 20, 2022	BUY	$6.27 - $7.7 $17,010 - $20,890	2,713 Added 16.54%	19,111 $120,000
Q4 2021 Feb 17, 2022	SELL	$6.47 - $7.04 $750 - $816	-116 Reduced 0.7%	16,398 $111,000
Q3 2021 Nov 23, 2021	SELL	$6.6 - $7.48 $936,342 - $1.06 Million	-141,870 Reduced 89.57%	16,514 $116,000
Q3 2021 Nov 16, 2021	BUY	$6.6 - $7.48 $954,775 - $1.08 Million	144,663 Added 1054.32%	158,384 $116,000
Q2 2021 Aug 24, 2021	BUY	$6.88 - $7.44 $18,727 - $20,251	2,722 Added 24.75%	13,721 $95,000
Q1 2021 May 17, 2021	BUY	$6.1 - $7.88 $67,093 - $86,672	10,999 New	10,999 $80,000
Q3 2020 Nov 17, 2020	SELL	$5.35 - $5.95 $53,703 - $59,726	-10,038 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$4.63 - $6.37 $46,475 - $63,942	10,038 New	10,038 $56,000

351

87.9M

3.54M

7.5K

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $96.4B
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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