A detailed history of Icon Wealth Partners, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 12,388 shares of SMFG stock, worth $174,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,388
Previous 12,463 0.6%
Holding current value
$174,299
Previous $107,000 14.02%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$8.56 - $10.35 $642 - $776
-75 Reduced 0.6%
12,388 $122,000
Q1 2023

May 11, 2023

SELL
$7.66 - $9.03 $51,092 - $60,230
-6,670 Reduced 34.86%
12,463 $99,000
Q1 2022

Apr 19, 2022

BUY
$6.27 - $7.7 $119,963 - $147,324
19,133 New
19,133 $120,000
Q1 2020

Apr 17, 2020

SELL
$4.61 - $7.47 $88,442 - $143,311
-19,185 Closed
0 $0
Q3 2019

Oct 24, 2019

SELL
$6.36 - $7.15 $8,096 - $9,101
-1,273 Reduced 6.22%
19,185 $131,000
Q2 2019

Aug 13, 2019

BUY
$6.83 - $7.32 $21,780 - $23,343
3,189 Added 18.47%
20,458 $144,000
Q1 2019

May 09, 2019

BUY
$6.62 - $7.44 $11,042 - $12,409
1,668 Added 10.69%
17,269 $121,000
Q4 2018

Feb 14, 2019

SELL
$6.36 - $8.29 $20,835 - $27,158
-3,276 Reduced 17.35%
15,601 $102,000
Q3 2018

Nov 14, 2018

BUY
$7.6 - $8.42 $64,987 - $71,999
8,551 Added 82.81%
18,877 $152,000
Q2 2018

Aug 13, 2018

SELL
$7.73 - $8.61 $48,181 - $53,666
-6,233 Reduced 37.64%
10,326 $80,000
Q1 2018

May 15, 2018

BUY
$8.35 - $9.6 $9,226 - $10,608
1,105 Added 7.15%
16,559 $141,000
Q4 2017

Feb 13, 2018

BUY
$7.68 - $8.82 $118,686 - $136,304
15,454
15,454 $134,000

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 $96.5B
  • 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
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