A detailed history of Steward Partners Investment Advisory, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,706 shares of SMFG stock, worth $38,073. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,706
Previous 3,279 17.47%
Holding current value
$38,073
Previous $43,000 20.93%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$11.38 - $14.48 $6,520 - $8,297
-573 Reduced 17.47%
2,706 $34,000
Q2 2024

Aug 08, 2024

SELL
$11.1 - $13.41 $19,025 - $22,984
-1,714 Reduced 34.33%
3,279 $43,000
Q1 2024

May 15, 2024

BUY
$9.6 - $12.33 $12,144 - $15,597
1,265 Added 33.93%
4,993 $58,000
Q3 2021

Nov 12, 2021

SELL
$6.6 - $7.48 $37,666 - $42,688
-5,707 Reduced 60.49%
3,728 $26,000
Q1 2021

May 14, 2021

BUY
$6.1 - $7.88 $34,812 - $44,971
5,707 Added 153.08%
9,435 $68,000
Q4 2020

Feb 11, 2021

SELL
$5.4 - $6.23 $3,121 - $3,600
-578 Reduced 13.42%
3,728 $23,000
Q3 2020

Oct 30, 2020

SELL
$5.35 - $5.95 $3,472 - $3,861
-649 Reduced 13.1%
4,306 $24,000
Q2 2020

Aug 06, 2020

BUY
$4.63 - $6.37 $666 - $917
144 Added 2.99%
4,955 $28,000
Q1 2020

Apr 29, 2020

SELL
$4.61 - $7.47 $5,232 - $8,478
-1,135 Reduced 19.09%
4,811 $23,000
Q4 2019

Jan 17, 2020

BUY
$6.72 - $7.53 $1,975 - $2,213
294 Added 5.2%
5,946 $44,000
Q3 2019

Oct 30, 2019

BUY
$6.36 - $7.15 $2,728 - $3,067
429 Added 8.21%
5,652 $38,000
Q2 2019

Jul 25, 2019

BUY
$6.83 - $7.32 $35,673 - $38,232
5,223 New
5,223 $36,000
Q4 2018

Jan 15, 2019

SELL
$6.36 - $8.29 $41,187 - $53,686
-6,476 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$7.6 - $8.42 $30 - $33
4 Added 0.06%
6,476 $52,000
Q2 2018

Jul 20, 2018

BUY
$7.73 - $8.61 $131 - $146
17 Added 0.26%
6,472 $50,000
Q1 2018

Apr 20, 2018

BUY
$8.35 - $9.6 $1,745 - $2,006
209 Added 3.35%
6,455 $54,000
Q4 2017

Jan 19, 2018

BUY
$7.68 - $8.82 $34,698 - $39,848
4,518 Added 261.46%
6,246 $54,000
Q2 2017

Nov 22, 2017

SELL
N/A
-128 Reduced 6.9%
1,728 $13,000
Q1 2017

Nov 22, 2017

SELL
N/A
-177 Reduced 8.71%
1,856 $13,000
Q4 2016

Nov 22, 2017

BUY
N/A
2,033
2,033 $15,000

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 $96.5B
  • 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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