Pds Planning, Inc Sumitomo Mitsui Financial Group, Inc. Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Pds Planning, Inc holds 44,112 shares of SMFG stock, worth $625,508. This represents 0.05% of its overall portfolio holdings.

Number of Shares

44,112

Previous 44,090 0.05%

Holding current value

$625,508

Previous $591,000 5.75%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$11.38 - $14.48 $250 - $318	22 Added 0.05%	44,112 $557,000
Q2 2024 Aug 07, 2024	BUY	$11.1 - $13.41 $14,663 - $17,714	1,321 Added 3.09%	44,090 $591,000
Q1 2024 May 01, 2024	BUY	$9.6 - $12.33 $15,408 - $19,789	1,605 Added 3.9%	42,769 $503,000
Q4 2023 Feb 01, 2024	BUY	$9.05 - $10.15 $14,633 - $16,412	1,617 Added 4.09%	41,164 $398,000
Q3 2023 Oct 20, 2023	BUY	$8.56 - $10.35 $16,606 - $20,079	1,940 Added 5.16%	39,547 $389,000
Q2 2023 Jul 20, 2023	BUY	$7.84 - $8.63 $62,868 - $69,203	8,019 Added 27.1%	37,607 $323,000
Q1 2023 May 01, 2023	BUY	$7.66 - $9.03 $138,508 - $163,280	18,082 Added 157.15%	29,588 $236,000
Q4 2022 Jan 26, 2023	SELL	$5.39 - $8.05 $41,066 - $61,332	-7,619 Reduced 39.84%	11,506 $0
Q3 2022 Nov 02, 2022	BUY	$5.5 - $31.5 $26,394 - $151,168	4,799 Added 33.5%	19,125 $105,000
Q2 2022 Jul 15, 2022	SELL	$5.74 - $6.41 $355 - $397	-62 Reduced 0.43%	14,326 $85,000
Q1 2022 Apr 18, 2022	SELL	$6.27 - $7.7 $18,910 - $23,223	-3,016 Reduced 17.33%	14,388 $90,000
Q4 2021 Jan 25, 2022	SELL	$6.47 - $7.04 $26,682 - $29,032	-4,124 Reduced 19.16%	17,404 $118,000
Q3 2021 Oct 22, 2021	SELL	$6.6 - $7.48 $14,223 - $16,119	-2,155 Reduced 9.1%	21,528 $151,000
Q2 2021 Jul 26, 2021	BUY	$6.88 - $7.44 $40,213 - $43,486	5,845 Added 32.77%	23,683 $163,000
Q1 2021 Apr 20, 2021	SELL	$6.1 - $7.88 $982 - $1,268	-161 Reduced 0.89%	17,838 $129,000
Q4 2020 Jan 21, 2021	BUY	$5.4 - $6.23 $7,133 - $8,229	1,321 Added 7.92%	17,999 $111,000
Q3 2020 Oct 19, 2020	BUY	$5.35 - $5.95 $6,644 - $7,389	1,242 Added 8.05%	16,678 $93,000
Q2 2020 Aug 11, 2020	BUY	$4.63 - $6.37 $71,468 - $98,327	15,436 New	15,436 $87,000

Others Institutions Holding SMFG

# of Institutions

353

Shares Held

87.8M

Call Options Held

3.54M

Put Options Held

7.5K

View Full List

About SUMITOMO MITSUI FINANCIAL GROUP, INC.

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $97.2B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account