A detailed history of Ever Source Wealth Advisors, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,546 shares of SMFG stock, worth $34,752. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,546
Previous 1,849 37.7%
Holding current value
$34,752
Previous $21,000 38.1%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$9.6 - $12.33 $6,691 - $8,594
697 Added 37.7%
2,546 $29,000
Q4 2023

Feb 09, 2024

BUY
$9.05 - $10.15 $1,375 - $1,542
152 Added 8.96%
1,849 $17,000
Q3 2023

Nov 03, 2023

SELL
$8.56 - $10.35 $667 - $807
-78 Reduced 4.39%
1,697 $16,000
Q2 2023

Aug 04, 2023

SELL
$7.84 - $8.63 $823 - $906
-105 Reduced 5.59%
1,775 $15,000
Q4 2022

Feb 09, 2023

SELL
$5.39 - $8.05 $15,189 - $22,684
-2,818 Reduced 59.98%
1,880 $15,000
Q3 2022

Nov 07, 2022

BUY
$5.5 - $31.5 $23,798 - $136,300
4,327 Added 1166.31%
4,698 $26,000
Q2 2022

Aug 01, 2022

SELL
$5.74 - $6.41 $7,484 - $8,358
-1,304 Reduced 77.85%
371 $2,000
Q1 2022

May 25, 2022

BUY
$6.27 - $7.7 $1,159 - $1,424
185 Added 12.42%
1,675 $11,000
Q4 2021

Feb 07, 2022

BUY
$6.47 - $7.04 $9,640 - $10,489
1,490 New
1,490 $10,000

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 $93.6B
  • 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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