Ifp Advisors, Inc Sumitomo Mitsui Financial Group, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,830 shares of SMFG stock, worth $84,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,830

Previous 4,961 17.52%

Holding current value

$84,826

Previous $58,000 34.48%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$11.1 - $13.41 $9,645 - $11,653	869 Added 17.52%	5,830 $78,000
Q1 2024 Jul 30, 2024	SELL	$9.6 - $12.33 $7,008 - $9,000	-730 Reduced 12.83%	4,961 $58,000
Q4 2023 Jan 09, 2024	SELL	$9.05 - $10.15 $488 - $548	-54 Reduced 0.94%	5,691 $55,000
Q3 2023 Oct 12, 2023	BUY	$8.56 - $10.35 $1,301 - $1,573	152 Added 2.72%	5,745 $56,000
Q1 2023 Apr 18, 2023	SELL	$7.66 - $9.03 $40,100 - $47,272	-5,235 Reduced 48.35%	5,593 $44,000
Q4 2022 Feb 07, 2023	SELL	$5.39 - $8.05 $11,286 - $16,856	-2,094 Reduced 16.2%	10,828 $94,000
Q3 2022 Nov 08, 2022	BUY	$5.5 - $31.5 $2,271 - $13,009	413 Added 3.3%	12,922 $110,000
Q2 2022 Sep 06, 2022	BUY	$5.74 - $6.41 $71,801 - $80,182	12,509 New	12,509 $107,000
Q2 2022 Aug 12, 2022	SELL	$5.74 - $6.41 $71,801 - $80,182	-12,509 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$6.27 - $7.7 $70,324 - $86,363	11,216 Added 867.44%	12,509 $78,000
Q1 2022 Aug 08, 2022	BUY	$6.27 - $7.7 $7,486 - $9,193	1,194 Added 1206.06%	1,293 $8,000
Q4 2021 Jan 12, 2022	SELL	$6.47 - $7.04 $459 - $499	-71 Reduced 41.76%	99 $2,000
Q2 2020 Aug 05, 2020	SELL	$4.63 - $6.37 $3,639 - $5,006	-786 Reduced 82.22%	170 $0
Q1 2020 May 12, 2020	SELL	$4.61 - $7.47 $871 - $1,411	-189 Reduced 16.51%	956 $4,000
Q4 2019 Jan 17, 2020	BUY	$6.72 - $7.53 $5,194 - $5,820	773 Added 207.8%	1,145 $9,000
Q3 2019 Nov 07, 2019	BUY	$6.36 - $7.15 $1,806 - $2,030	284 Added 322.73%	372 $3,000
Q1 2019 May 15, 2019	SELL	$6.62 - $7.44 $5,845 - $6,569	-883 Reduced 90.94%	88 $1,000
Q4 2018 Jan 23, 2019	SELL	$6.36 - $8.29 $13,381 - $17,442	-2,104 Reduced 68.42%	971 $6,000
Q3 2018 Oct 25, 2018	BUY	$7.6 - $8.42 $2,150 - $2,382	283 Added 10.14%	3,075 $0
Q2 2018 Aug 07, 2018	SELL	$7.73 - $8.61 $16,008 - $17,831	-2,071 Reduced 42.59%	2,792 $0
Q1 2018 Jun 03, 2019	BUY	$8.35 - $9.6 $9,402 - $10,809	1,126 Added 30.13%	4,863 $42,000
Q1 2018 May 09, 2018	SELL	$8.35 - $9.6 $9,402 - $10,809	-1,126 Reduced 23.15%	3,737 $0
Q4 2017 Jan 24, 2018	BUY	$7.68 - $8.82 $1,128 - $1,296	147 Added 3.12%	4,863 $0
Q3 2017 Oct 30, 2017	BUY	$7.35 - $7.96 $10,165 - $11,008	1,383 Added 41.49%	4,716 $36,000
Q2 2017 Jun 03, 2019	BUY	N/A	2,201 Added 194.43%	3,333 $26,000
Q1 2017 Jun 03, 2019	SELL	N/A	-64 Reduced 5.35%	1,132 $8,000
Q4 2016 Jun 03, 2019	SELL	N/A	-78 Reduced 6.12%	1,196 $9,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,186 Added 1347.73%	1,274 $7,000
Q1 2016 Jun 03, 2019	BUY	N/A	88	88 $1,000

Others Institutions Holding SMFG

# of Institutions

353

Shares Held

87.8M

Call Options Held

3.54M

Put Options Held

7.5K

View Full List

About SUMITOMO MITSUI FINANCIAL GROUP, INC.

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $99.8B
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...

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