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

Liberty Wealth Management LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$6.47 - $7.04 $1,513 - $1,647	-234 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$6.6 - $7.48 $798 - $905	121 Added 107.08%	234 $2,000
Q2 2021 Aug 13, 2021	SELL	$6.88 - $7.44 $4,582 - $4,955	-666 Reduced 85.49%	113 $1,000
Q2 2021 Aug 13, 2021	BUY	$6.88 - $7.44 $4,148 - $4,486	603 Added 342.61%	779 $113,000
Q4 2020 Feb 09, 2021	BUY	$5.4 - $6.23 $950 - $1,096	176 New	176 $1,000
Q3 2020 Nov 05, 2020	SELL	$5.35 - $5.95 $18,457 - $20,527	-3,450 Closed	0 $0
Q2 2020 Aug 04, 2020	SELL	$4.63 - $6.37 $8,097 - $11,141	-1,749 Reduced 33.64%	3,450 $19,000
Q1 2020 Apr 27, 2020	BUY	$4.61 - $7.47 $3,858 - $6,252	837 Added 19.19%	5,199 $25,000
Q4 2019 Feb 05, 2020	SELL	$6.72 - $7.53 $53 - $60	-8 Reduced 0.18%	4,362 $32,000
Q3 2019 Oct 30, 2019	SELL	$6.36 - $7.15 $23,150 - $26,026	-3,640 Reduced 45.44%	4,370 $30,000
Q2 2019 Jul 30, 2019	BUY	$6.83 - $7.32 $2,568 - $2,752	376 Added 4.93%	8,010 $57,000
Q1 2019 Apr 18, 2019	BUY	$6.62 - $7.44 $4,759 - $5,349	719 Added 10.4%	7,634 $53,000
Q4 2018 Mar 26, 2019	BUY	$6.36 - $8.29 $43,979 - $57,325	6,915 New	6,915 $45,000

353

87.8M

3.54M

7.5K

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...

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Liberty Wealth Management LLC with notifications on news.