A detailed history of Kestra Advisory Services, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 65,471 shares of SMFG stock, worth $877,966. This represents 0.01% of its overall portfolio holdings.

Number of Shares
65,471
Previous 17,935 265.05%
Holding current value
$877,966
Previous $173,000 345.09%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 15, 2024

BUY
$9.6 - $12.33 $456,345 - $586,118
47,536 Added 265.05%
65,471 $770,000
Q4 2023

Feb 14, 2024

SELL
$9.05 - $10.15 $14,525 - $16,290
-1,605 Reduced 8.21%
17,935 $173,000
Q3 2023

Nov 09, 2023

BUY
$8.56 - $10.35 $4,382 - $5,299
512 Added 2.69%
19,540 $192,000
Q2 2023

Aug 11, 2023

SELL
$7.84 - $8.63 $10,560 - $11,624
-1,347 Reduced 6.61%
19,028 $163,000
Q1 2023

May 12, 2023

SELL
$7.66 - $9.03 $147,776 - $174,206
-19,292 Reduced 48.63%
20,375 $163,000
Q4 2022

Jan 31, 2023

SELL
$5.39 - $8.05 $4,053 - $6,053
-752 Reduced 1.86%
39,667 $318,000
Q3 2022

Nov 01, 2022

BUY
$5.5 - $31.5 $34,639 - $198,387
6,298 Added 18.46%
40,419 $222 Million
Q2 2022

Aug 12, 2022

BUY
$5.74 - $6.41 $45,541 - $50,856
7,934 Added 30.3%
34,121 $201,000
Q1 2022

Apr 26, 2022

SELL
$6.27 - $7.7 $73,127 - $89,805
-11,663 Reduced 30.81%
26,187 $164,000
Q4 2021

Jan 20, 2022

SELL
$6.47 - $7.04 $93,996 - $102,277
-14,528 Reduced 27.74%
37,850 $257,000
Q3 2021

Oct 19, 2021

BUY
$6.6 - $7.48 $30,228 - $34,258
4,580 Added 9.58%
52,378 $367,000
Q2 2021

Jul 28, 2021

BUY
$6.88 - $7.44 $1,279 - $1,383
186 Added 0.39%
47,798 $329,000
Q1 2021

May 10, 2021

BUY
$6.1 - $7.88 $160,161 - $206,897
26,256 Added 122.94%
47,612 $345,000
Q4 2020

Jan 20, 2021

BUY
$5.4 - $6.23 $115,322 - $133,047
21,356 New
21,356 $132 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 $91.9B
  • 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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