A detailed history of Global Retirement Partners, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 6,577 shares of SMFG stock, worth $82,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,577
Previous 6,338 3.77%
Holding current value
$82,015
Previous $74,000 18.92%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$11.1 - $13.41 $2,652 - $3,204
239 Added 3.77%
6,577 $88,000
Q1 2024

Apr 23, 2024

BUY
$9.6 - $12.33 $33,456 - $42,970
3,485 Added 122.15%
6,338 $74,000
Q4 2023

Jan 18, 2024

SELL
$9.05 - $10.15 $144 - $162
-16 Reduced 0.56%
2,853 $27,000
Q3 2023

Oct 13, 2023

BUY
$8.56 - $10.35 $10,511 - $12,709
1,228 Added 74.83%
2,869 $28,000
Q2 2023

Jul 20, 2023

SELL
$7.84 - $8.63 $548 - $604
-70 Reduced 4.09%
1,641 $14,000
Q1 2023

May 05, 2023

BUY
$7.66 - $9.03 $4,649 - $5,481
607 Added 54.98%
1,711 $13,000
Q4 2022

Feb 13, 2023

BUY
$5.39 - $8.05 $1,191 - $1,779
221 Added 25.03%
1,104 $8,000
Q3 2022

Nov 03, 2022

SELL
$5.5 - $31.5 $1,017 - $5,827
-185 Reduced 17.32%
883 $5,000
Q2 2022

Jul 15, 2022

BUY
$5.74 - $6.41 $1,314 - $1,467
229 Added 27.29%
1,068 $6,000
Q1 2022

Jul 14, 2022

BUY
$6.27 - $7.7 $5,260 - $6,460
839 New
839 $5,000
Q4 2021

Jan 21, 2022

SELL
$6.47 - $7.04 $12,280 - $13,361
-1,898 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$6.6 - $7.48 $5,900 - $6,687
894 Added 89.04%
1,898 $13,000
Q2 2021

Jul 15, 2021

BUY
$6.88 - $7.44 $6,907 - $7,469
1,004 New
1,004 $7,000
Q3 2020

Oct 09, 2020

SELL
$5.35 - $5.95 $7,120 - $7,919
-1,331 Closed
0 $0
Q2 2020

Jul 13, 2020

SELL
$4.63 - $6.37 $6,412 - $8,822
-1,385 Reduced 50.99%
1,331 $7,000
Q1 2020

Apr 28, 2020

SELL
$4.61 - $7.47 $737 - $1,195
-160 Reduced 5.56%
2,716 $13,000
Q4 2019

Jan 23, 2020

SELL
$6.72 - $7.53 $2,036 - $2,281
-303 Reduced 9.53%
2,876 $21,000
Q3 2019

Nov 19, 2019

BUY
$6.36 - $7.15 $2,938 - $3,303
462 Added 17.0%
3,179 $22,000
Q2 2019

Nov 19, 2019

BUY
$6.83 - $7.32 $17,150 - $18,380
2,511 Added 1218.93%
2,717 $19,000
Q1 2019

May 07, 2019

BUY
$6.62 - $7.44 $1,363 - $1,532
206 New
206 $1,000
Q4 2018

Feb 22, 2019

SELL
$6.36 - $8.29 $903 - $1,177
-142 Closed
0 $0
Q1 2018

Aug 10, 2018

BUY
$8.35 - $9.6 $1,185 - $1,363
142 New
142 $1,000

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 $85.5B
  • 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 Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.