A detailed history of Evergreen Capital Management LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Evergreen Capital Management LLC holds 56,528 shares of SMFG stock, worth $789,130. This represents 0.03% of its overall portfolio holdings.

Number of Shares
56,528
Previous 54,278 4.15%
Holding current value
$789,130
Previous $727,000 1.93%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$11.38 - $14.48 $25,605 - $32,580
2,250 Added 4.15%
56,528 $713,000
Q2 2024

Aug 14, 2024

BUY
$11.1 - $13.41 $36,241 - $43,783
3,265 Added 6.4%
54,278 $727,000
Q1 2024

May 15, 2024

BUY
$9.6 - $12.33 $3,504 - $4,500
365 Added 0.72%
51,013 $600,000
Q4 2023

Feb 14, 2024

SELL
$9.05 - $10.15 $10,543 - $11,824
-1,165 Reduced 2.25%
50,648 $490,000
Q3 2023

Nov 14, 2023

BUY
$8.56 - $10.35 $17,205 - $20,803
2,010 Added 4.04%
51,813 $510,000
Q2 2023

Aug 14, 2023

SELL
$7.84 - $8.63 $11,799 - $12,988
-1,505 Reduced 2.93%
49,803 $428,000
Q1 2023

May 15, 2023

BUY
$7.66 - $9.03 $39,372 - $46,414
5,140 Added 11.13%
51,308 $410,000
Q4 2022

Feb 14, 2023

SELL
$5.39 - $8.05 $48,941 - $73,094
-9,080 Reduced 16.43%
46,168 $370,000
Q3 2022

Nov 14, 2022

SELL
$5.5 - $31.5 $41,360 - $236,880
-7,520 Reduced 11.98%
55,248 $304,000
Q2 2022

Aug 15, 2022

BUY
$5.74 - $6.41 $244,351 - $272,873
42,570 Added 210.76%
62,768 $371,000
Q1 2022

May 16, 2022

BUY
$6.27 - $7.7 $7,774 - $9,548
1,240 Added 6.54%
20,198 $127,000
Q4 2021

Mar 11, 2022

BUY
$6.47 - $7.04 $11,128 - $12,108
1,720 Added 9.98%
18,958 $129,000
Q3 2021

Nov 15, 2021

SELL
$6.6 - $7.48 $75,952 - $86,079
-11,508 Reduced 40.03%
17,238 $121,000
Q2 2021

Aug 16, 2021

BUY
$6.88 - $7.44 $36,532 - $39,506
5,310 Added 22.66%
28,746 $198,000
Q1 2021

May 17, 2021

SELL
$6.1 - $7.88 $1,189 - $1,536
-195 Reduced 0.83%
23,436 $170,000
Q4 2020

Feb 16, 2021

SELL
$5.4 - $6.23 $3,429 - $3,956
-635 Reduced 2.62%
23,631 $146,000
Q3 2020

Nov 16, 2020

BUY
$5.35 - $5.95 $3,905 - $4,343
730 Added 3.1%
24,266 $136,000
Q2 2020

Aug 14, 2020

SELL
$4.63 - $6.37 $1.35 Million - $1.86 Million
-292,297 Reduced 92.55%
23,536 $132,000
Q1 2020

May 15, 2020

SELL
$4.61 - $7.47 $433,883 - $703,061
-94,118 Reduced 22.96%
315,833 $1.51 Million
Q4 2019

Feb 14, 2020

BUY
$6.72 - $7.53 $75,163 - $84,223
11,185 Added 2.8%
409,951 $3.04 Million
Q3 2019

Nov 14, 2019

BUY
$6.36 - $7.15 $436,105 - $490,275
68,570 Added 20.77%
398,766 $2.73 Million
Q2 2019

Aug 14, 2019

BUY
$6.83 - $7.32 $35,652 - $38,210
5,220 Added 1.61%
330,196 $2.33 Million
Q1 2019

May 10, 2019

BUY
$6.62 - $7.44 $54,747 - $61,528
8,270 Added 2.61%
324,976 $2.29 Million
Q4 2018

Feb 14, 2019

SELL
$6.36 - $8.29 $8,427 - $10,984
-1,325 Reduced 0.42%
316,706 $2.06 Million
Q3 2018

Nov 13, 2018

SELL
$7.6 - $8.42 $19,608 - $21,723
-2,580 Reduced 0.8%
318,031 $2.55 Million
Q2 2018

Aug 13, 2018

SELL
$7.73 - $8.61 $28,175 - $31,383
-3,645 Reduced 1.12%
320,611 $2.49 Million
Q1 2018

May 10, 2018

BUY
$8.35 - $9.6 $193,770 - $222,777
23,206 Added 7.71%
324,256 $2.76 Million
Q4 2017

Feb 14, 2018

BUY
$7.68 - $8.82 $2.31 Million - $2.66 Million
301,050
301,050 $2.62 Million

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 $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...
More about SMFG
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