A detailed history of Pathstone Family Office, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 17,223 shares of SMFG stock, worth $240,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,223
Previous 12,103 42.3%
Holding current value
$240,433
Previous $104,000 62.5%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$8.56 - $10.35 $43,827 - $52,992
5,120 Added 42.3%
17,223 $169,000
Q2 2023

Jan 12, 2024

SELL
$7.84 - $8.63 $40,140 - $44,185
-5,120 Reduced 29.73%
12,103 $104,000
Q2 2023

Aug 14, 2023

BUY
$7.84 - $8.63 $10,607 - $11,676
1,353 Added 12.59%
12,103 $104,000
Q1 2023

May 15, 2023

SELL
$7.66 - $9.03 $391,701 - $461,758
-51,136 Reduced 82.63%
10,750 $86,000
Q4 2022

Oct 23, 2023

BUY
$5.39 - $8.05 $270,772 - $404,399
50,236 Added 431.21%
61,886 $496,000
Q4 2022

Feb 13, 2023

SELL
$5.39 - $8.05 $31,784 - $47,470
-5,897 Reduced 8.7%
61,886 $496,000
Q3 2022

Oct 23, 2023

SELL
$5.5 - $31.5 $2,491 - $14,269
-453 Reduced 3.74%
11,650 $64,000
Q3 2022

Nov 14, 2022

BUY
$5.5 - $31.5 $49,010 - $280,696
8,911 Added 15.14%
67,783 $373,000
Q2 2022

Aug 15, 2022

BUY
$5.74 - $6.41 $337,925 - $377,369
58,872 New
58,872 $348,000
Q1 2022

May 16, 2022

SELL
$6.27 - $7.7 $64,894 - $79,695
-10,350 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$6.47 - $7.04 $30,926 - $33,651
-4,780 Reduced 31.59%
10,350 $70,000
Q3 2021

Nov 16, 2021

BUY
$6.6 - $7.48 $99,858 - $113,172
15,130 New
15,130 $105,000

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 $95.7B
  • 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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