A detailed history of Legacy Financial Advisors, Inc. transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 12,090 shares of SMFG stock, worth $169,985. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,090
Previous 11,199 7.96%
Holding current value
$169,985
Previous $150,000 1.33%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2024

BUY
$11.38 - $14.48 $10,139 - $12,901
891 Added 7.96%
12,090 $152,000
Q2 2024

Aug 13, 2024

BUY
$11.1 - $13.41 $2,952 - $3,567
266 Added 2.43%
11,199 $150,000
Q1 2024

May 14, 2024

BUY
$9.6 - $12.33 $8,928 - $11,466
930 Added 9.3%
10,933 $128,000
Q4 2023

Feb 13, 2024

BUY
$9.05 - $10.15 $90,527 - $101,530
10,003 New
10,003 $96,000
Q3 2023

Nov 13, 2023

BUY
$8.56 - $10.35 $89,392 - $108,085
10,443 New
10,443 $102,000
Q2 2019

Aug 07, 2019

SELL
$6.83 - $7.32 $82,164 - $88,059
-12,030 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$6.62 - $7.44 $79,638 - $89,503
12,030 New
12,030 $85,000
Q4 2018

Jan 16, 2019

SELL
$6.36 - $8.29 $14,551 - $18,967
-2,288 Closed
0 $0
Q3 2018

Oct 30, 2018

BUY
$7.6 - $8.42 $1,147 - $1,271
151 Added 7.07%
2,288 $18,000
Q2 2018

Jul 17, 2018

BUY
$7.73 - $8.61 $6,284 - $6,999
813 Added 61.4%
2,137 $16,000
Q1 2018

Apr 12, 2018

SELL
$8.35 - $9.6 $18,361 - $21,110
-2,199 Reduced 62.42%
1,324 $11,000
Q4 2017

Feb 09, 2018

BUY
$7.68 - $8.82 $27,056 - $31,072
3,523
3,523 $30,000

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 $96.4B
  • 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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