A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 39,697 shares of SMFG stock, worth $574,812. This represents 0.07% of its overall portfolio holdings.

Number of Shares
39,697
Previous 39,405 0.74%
Holding current value
$574,812
Previous $528,000 5.11%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 13, 2024

BUY
$11.38 - $14.48 $3,322 - $4,228
292 Added 0.74%
39,697 $501,000
Q2 2024

Aug 09, 2024

SELL
$11.1 - $13.41 $210 - $254
-19 Reduced 0.05%
39,405 $528,000
Q1 2024

May 09, 2024

BUY
$9.6 - $12.33 $17,443 - $22,403
1,817 Added 4.83%
39,424 $464,000
Q4 2023

Feb 07, 2024

SELL
$9.05 - $10.15 $16,317 - $18,300
-1,803 Reduced 4.57%
37,607 $364,000
Q3 2023

Nov 07, 2023

SELL
$8.56 - $10.35 $59,868 - $72,387
-6,994 Reduced 15.07%
39,410 $388,000
Q2 2023

Aug 07, 2023

SELL
$7.84 - $8.63 $17,122 - $18,847
-2,184 Reduced 4.49%
46,404 $399,000
Q1 2023

May 03, 2023

SELL
$7.66 - $9.03 $13,014 - $15,341
-1,699 Reduced 3.38%
48,588 $388,000
Q4 2022

Feb 13, 2023

SELL
$5.39 - $8.05 $46,375 - $69,262
-8,604 Reduced 14.61%
50,287 $403,000
Q3 2022

Nov 09, 2022

BUY
$5.5 - $31.5 $139,375 - $798,241
25,341 Added 75.53%
58,891 $324,000
Q2 2022

Aug 03, 2022

SELL
$5.74 - $6.41 $174,323 - $194,671
-30,370 Reduced 47.51%
33,550 $198,000
Q1 2022

Apr 20, 2022

BUY
$6.27 - $7.7 $142,686 - $175,228
22,757 Added 55.29%
63,920 $401,000
Q4 2021

Jan 21, 2022

SELL
$6.47 - $7.04 $3,636 - $3,956
-562 Reduced 1.35%
41,163 $279,000
Q3 2021

Oct 29, 2021

BUY
$6.6 - $7.48 $1,623 - $1,840
246 Added 0.59%
41,725 $292,000
Q2 2021

Aug 02, 2021

BUY
$6.88 - $7.44 $1,733 - $1,874
252 Added 0.61%
41,479 $286,000
Q1 2021

Apr 29, 2021

BUY
$6.1 - $7.88 $8,759 - $11,315
1,436 Added 3.61%
41,227 $299,000
Q4 2020

Feb 12, 2021

BUY
$5.4 - $6.23 $45,160 - $52,101
8,363 Added 26.61%
39,791 $245,000
Q3 2020

Nov 03, 2020

BUY
$5.35 - $5.95 $5,039 - $5,604
942 Added 3.09%
31,428 $176,000
Q2 2020

Jul 27, 2020

SELL
$4.63 - $6.37 $39,373 - $54,170
-8,504 Reduced 21.81%
30,486 $171,000
Q1 2020

May 11, 2020

BUY
$4.61 - $7.47 $76,014 - $123,172
16,489 Added 73.28%
38,990 $186,000
Q4 2019

Feb 07, 2020

BUY
$6.72 - $7.53 $14,011 - $15,700
2,085 Added 10.21%
22,501 $166,000
Q3 2019

Oct 31, 2019

BUY
$6.36 - $7.15 $16,834 - $18,926
2,647 Added 14.9%
20,416 $139,000
Q2 2019

Aug 06, 2019

SELL
$6.83 - $7.32 $5,812 - $6,229
-851 Reduced 4.57%
17,769 $125,000
Q1 2019

May 08, 2019

BUY
$6.62 - $7.44 $13,743 - $15,445
2,076 Added 12.55%
18,620 $131,000
Q4 2018

Mar 01, 2019

SELL
$6.36 - $8.29 $142,101 - $185,223
-22,343 Reduced 57.46%
16,544 $108,000
Q3 2018

Feb 28, 2019

BUY
$7.6 - $8.42 $2,485 - $2,753
327 Added 0.85%
38,887 $313,000
Q2 2018

Feb 28, 2019

BUY
$7.73 - $8.61 $11,819 - $13,164
1,529 Added 4.13%
38,560 $300,000
Q1 2018

Feb 28, 2019

BUY
$8.35 - $9.6 $237,231 - $272,745
28,411 Added 329.59%
37,031 $314,000
Q4 2017

Feb 12, 2018

BUY
$7.68 - $8.82 $66,201 - $76,028
8,620
8,620 $74,000

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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