A detailed history of Lake Street Advisors Group, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 54,183 shares of SMFG stock, worth $784,569. This represents 0.03% of its overall portfolio holdings.

Number of Shares
54,183
Previous 53,250 1.75%
Holding current value
$784,569
Previous $714,000 4.2%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$11.38 - $14.48 $10,617 - $13,509
933 Added 1.75%
54,183 $684,000
Q2 2024

Aug 05, 2024

SELL
$11.1 - $13.41 $55,666 - $67,251
-5,015 Reduced 8.61%
53,250 $714,000
Q1 2024

May 13, 2024

BUY
$9.6 - $12.33 $22,252 - $28,580
2,318 Added 4.14%
58,265 $685,000
Q4 2023

May 30, 2024

BUY
$9.05 - $10.15 $1,475 - $1,654
163 Added 0.28%
58,428 $565,000
Q4 2023

Feb 13, 2024

SELL
$9.05 - $10.15 $10,733 - $12,037
-1,186 Reduced 2.08%
55,947 $541,000
Q3 2023

Nov 14, 2023

BUY
$8.56 - $10.35 $4,630 - $5,599
541 Added 0.96%
57,133 $562,000
Q2 2023

Aug 10, 2023

BUY
$7.84 - $8.63 $29,415 - $32,379
3,752 Added 7.1%
56,592 $487,000
Q1 2023

May 15, 2023

BUY
$7.66 - $9.03 $19,724 - $23,252
2,575 Added 5.12%
52,840 $423,000
Q4 2022

Feb 13, 2023

BUY
$5.39 - $8.05 $24,411 - $36,458
4,529 Added 9.9%
50,265 $403,000
Q3 2022

Nov 14, 2022

SELL
$5.5 - $31.5 $264 - $1,512
-48 Reduced 0.1%
45,736 $252,000
Q2 2022

Aug 02, 2022

SELL
$5.74 - $6.41 $20,526 - $22,922
-3,576 Reduced 7.24%
45,784 $270,000
Q1 2022

May 11, 2022

BUY
$6.27 - $7.7 $6,088 - $7,476
971 Added 2.01%
49,360 $310,000
Q4 2021

Feb 15, 2022

BUY
$6.47 - $7.04 $313,076 - $340,658
48,389 New
48,389 $329,000
Q3 2021

Nov 15, 2021

SELL
$6.6 - $7.48 $281,325 - $318,835
-42,625 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$6.88 - $7.44 $4,224 - $4,568
-614 Reduced 1.42%
42,625 $302,000
Q1 2021

May 14, 2021

BUY
$6.1 - $7.88 $4,959 - $6,406
813 Added 1.92%
43,239 $313,000
Q4 2020

Feb 12, 2021

BUY
$5.4 - $6.23 $11,356 - $13,101
2,103 Added 5.22%
42,426 $262,000
Q3 2020

Nov 13, 2020

BUY
$5.35 - $5.95 $37,455 - $41,655
7,001 Added 21.01%
40,323 $225,000
Q2 2020

Aug 13, 2020

SELL
$4.63 - $6.37 $54,985 - $75,650
-11,876 Reduced 26.28%
33,322 $187,000
Q1 2020

May 14, 2020

BUY
$4.61 - $7.47 $84,611 - $137,104
18,354 Added 68.37%
45,198 $216,000
Q4 2019

Feb 12, 2020

BUY
$6.72 - $7.53 $15,657 - $17,544
2,330 Added 9.5%
26,844 $199,000
Q3 2019

Nov 14, 2019

SELL
$6.36 - $7.15 $6,760 - $7,600
-1,063 Reduced 4.16%
24,514 $168,000
Q2 2019

Aug 14, 2019

BUY
$6.83 - $7.32 $1,447 - $1,551
212 Added 0.84%
25,577 $181,000
Q1 2019

May 15, 2019

BUY
$6.62 - $7.44 $9,943 - $11,174
1,502 Added 6.29%
25,365 $178,000
Q4 2018

Feb 14, 2019

SELL
$6.36 - $8.29 $1,246 - $1,624
-196 Reduced 0.81%
23,863 $155,000
Q3 2018

Nov 14, 2018

SELL
$7.6 - $8.42 $23,506 - $26,043
-3,093 Reduced 11.39%
24,059 $193,000
Q1 2018

May 14, 2018

SELL
$8.35 - $9.6 $1,402 - $1,612
-168 Reduced 0.61%
27,152 $231,000
Q4 2017

Feb 15, 2018

BUY
$7.68 - $8.82 $209,817 - $240,962
27,320
27,320 $237,000

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 $99.3B
  • 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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