A detailed history of Forum Financial Management, LP transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 193,123 shares of SMFG stock, worth $2.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
193,123
Previous 193,123 -0.0%
Holding current value
$2.74 Million
Previous $2.59 Million 5.79%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 09, 2024

BUY
$9.6 - $12.33 $41,376 - $53,142
4,310 Added 2.28%
193,123 $2.27 Million
Q4 2023

Feb 07, 2024

BUY
$9.05 - $10.15 $230,775 - $258,825
25,500 Added 15.61%
188,813 $1.83 Million
Q2 2023

Jul 26, 2023

SELL
$7.84 - $8.63 $384 - $422
-49 Reduced 0.03%
163,313 $1.4 Million
Q1 2023

Apr 19, 2023

BUY
$7.66 - $9.03 $237 - $279
31 Added 0.02%
163,362 $1.31 Million
Q4 2022

Jan 24, 2023

BUY
$5.39 - $8.05 $16,267 - $24,294
3,018 Added 1.88%
163,331 $0
Q4 2021

Feb 18, 2022

BUY
$6.47 - $7.04 $1.04 Million - $1.13 Million
160,313 New
160,313 $1.09 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 $97.2B
  • 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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.