Legacy Wealth Asset Management, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History

Legacy Wealth Asset Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$9.6 - $12.33 $7,180 - $9,222	-748 Reduced 0.36%	206,342 $2.43 Million
Q4 2023 Jan 10, 2024	BUY	$9.05 - $10.15 $148,483 - $166,531	16,407 Added 8.6%	207,090 $2 Million
Q3 2023 Oct 31, 2023	BUY	$8.56 - $10.35 $205,748 - $248,772	24,036 Added 14.42%	190,683 $1.88 Million
Q2 2023 Aug 04, 2023	BUY	$7.84 - $8.63 $7,197 - $7,922	918 Added 0.55%	166,647 $1.43 Million
Q1 2023 Apr 21, 2023	SELL	$7.66 - $9.03 $123,923 - $146,087	-16,178 Reduced 8.89%	165,729 $1.33 Million
Q4 2022 Feb 02, 2023	SELL	$5.39 - $8.05 $477,430 - $713,044	-88,577 Reduced 32.75%	181,907 $1.46 Million
Q3 2022 Oct 14, 2022	BUY	$5.5 - $31.5 $1.49 Million - $8.52 Million	270,484 New	270,484 $1.49 Million

351

87.9M

3.54M

7.5K

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...

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