A detailed history of Mission Wealth Management, LP transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 64,301 shares of SMFG stock, worth $931,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
64,301
Previous 64,796 0.76%
Holding current value
$931,078
Previous $868,000 6.45%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

SELL
$11.38 - $14.48 $5,633 - $7,167
-495 Reduced 0.76%
64,301 $812,000
Q2 2024

Aug 02, 2024

SELL
$11.1 - $13.41 $26,762 - $32,331
-2,411 Reduced 3.59%
64,796 $868,000
Q1 2024

Apr 30, 2024

SELL
$9.6 - $12.33 $28,780 - $36,965
-2,998 Reduced 4.27%
67,207 $791,000
Q4 2023

Feb 05, 2024

BUY
$9.05 - $10.15 $45,847 - $51,419
5,066 Added 7.78%
70,205 $679,000
Q3 2023

Oct 23, 2023

SELL
$8.56 - $10.35 $9,458 - $11,436
-1,105 Reduced 1.67%
65,139 $641,000
Q2 2023

Aug 04, 2023

SELL
$7.84 - $8.63 $21,654 - $23,836
-2,762 Reduced 4.0%
66,244 $569,000
Q1 2023

Apr 07, 2023

SELL
$7.66 - $9.03 $15,971 - $18,827
-2,085 Reduced 2.93%
69,006 $552,000
Q4 2022

Feb 02, 2023

SELL
$5.39 - $8.05 $9,982 - $14,908
-1,852 Reduced 2.54%
71,091 $570,000
Q3 2022

Oct 12, 2022

BUY
$5.5 - $31.5 $11,401 - $65,299
2,073 Added 2.93%
72,943 $401,000
Q2 2022

Jul 27, 2022

BUY
$5.74 - $6.41 $98,389 - $109,873
17,141 Added 31.9%
70,870 $418,000
Q1 2022

Apr 25, 2022

BUY
$6.27 - $7.7 $51,357 - $63,070
8,191 Added 17.99%
53,729 $337,000
Q4 2021

Feb 11, 2022

BUY
$6.47 - $7.04 $30,933 - $33,658
4,781 Added 11.73%
45,538 $309,000
Q3 2021

Nov 05, 2021

SELL
$6.6 - $7.48 $3,993 - $4,525
-605 Reduced 1.46%
40,757 $286,000
Q2 2021

Aug 10, 2021

BUY
$6.88 - $7.44 $6,329 - $6,844
920 Added 2.27%
41,362 $285,000
Q1 2021

May 10, 2021

BUY
$6.1 - $7.88 $74,066 - $95,678
12,142 Added 42.9%
40,442 $293,000
Q4 2020

Jan 19, 2021

BUY
$5.4 - $6.23 $152,820 - $176,309
28,300 New
28,300 $175,000

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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