A detailed history of Ritholtz Wealth Management transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Ritholtz Wealth Management holds 167,393 shares of SMFG stock, worth $2.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
167,393
Previous 159,613 4.87%
Holding current value
$2.39 Million
Previous $2.14 Million 1.21%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 10, 2024

BUY
$11.38 - $14.48 $88,536 - $112,654
7,780 Added 4.87%
167,393 $2.11 Million
Q2 2024

Jul 31, 2024

BUY
$11.1 - $13.41 $459,617 - $555,267
41,407 Added 35.03%
159,613 $2.14 Million
Q1 2024

Apr 24, 2024

BUY
$9.6 - $12.33 $159,504 - $204,862
16,615 Added 16.35%
118,206 $1.39 Million
Q4 2023

Jan 18, 2024

BUY
$9.05 - $10.15 $101,233 - $113,537
11,186 Added 12.37%
101,591 $983,000
Q3 2023

Oct 13, 2023

BUY
$8.56 - $10.35 $217,201 - $262,620
25,374 Added 39.02%
90,405 $890,000
Q2 2023

Jul 14, 2023

BUY
$7.84 - $8.63 $93,899 - $103,361
11,977 Added 22.58%
65,031 $559,000
Q1 2023

Apr 19, 2023

BUY
$7.66 - $9.03 $34,753 - $40,969
4,537 Added 9.35%
53,054 $424,000
Q4 2022

Jan 18, 2023

BUY
$5.39 - $8.05 $33,989 - $50,763
6,306 Added 14.94%
48,517 $0
Q3 2022

Oct 18, 2022

SELL
$5.5 - $31.5 $500 - $2,866
-91 Reduced 0.22%
42,211 $232,000
Q2 2022

Jul 15, 2022

SELL
$5.74 - $6.41 $581,639 - $649,531
-101,331 Reduced 70.55%
42,302 $250,000
Q1 2022

Apr 14, 2022

SELL
$6.27 - $7.7 $116,841 - $143,489
-18,635 Reduced 11.48%
143,633 $901,000
Q4 2021

Jan 18, 2022

BUY
$6.47 - $7.04 $209,666 - $228,138
32,406 Added 24.95%
162,268 $1.1 Million
Q3 2021

Oct 14, 2021

BUY
$6.6 - $7.48 $150,750 - $170,850
22,841 Added 21.34%
129,862 $910,000
Q2 2021

Jul 20, 2021

BUY
$6.88 - $7.44 $226,475 - $244,909
32,918 Added 44.42%
107,021 $737,000
Q1 2021

May 12, 2021

BUY
$6.1 - $7.88 $165,724 - $214,083
27,168 Added 57.88%
74,103 $537,000
Q4 2020

Jan 19, 2021

BUY
$5.4 - $6.23 $2,311 - $2,666
428 Added 0.92%
46,935 $290,000
Q3 2020

Oct 23, 2020

BUY
$5.35 - $5.95 $28,290 - $31,463
5,288 Added 12.83%
46,507 $260,000
Q2 2020

Jul 15, 2020

BUY
$4.63 - $6.37 $126,436 - $173,951
27,308 Added 196.31%
41,219 $232,000
Q1 2020

Apr 09, 2020

BUY
$4.61 - $7.47 $64,129 - $103,915
13,911 New
13,911 $67,000

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 $97.9B
  • 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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