A detailed history of Valeo Financial Advisors, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 15,946 shares of SMFG stock, worth $227,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,946
Previous 15,210 4.84%
Holding current value
$227,708
Previous $203,000 0.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$11.38 - $14.48 $8,375 - $10,657
736 Added 4.84%
15,946 $201,000
Q2 2024

Jul 10, 2024

BUY
$11.1 - $13.41 $987 - $1,193
89 Added 0.59%
15,210 $203,000
Q4 2023

Jan 29, 2024

SELL
$9.05 - $10.15 $18,027 - $20,218
-1,992 Reduced 11.64%
15,121 $146,000
Q3 2023

Oct 19, 2023

SELL
$8.56 - $10.35 $12,180 - $14,728
-1,423 Reduced 7.68%
17,113 $168,000
Q2 2023

Jul 14, 2023

BUY
$7.84 - $8.63 $12,018 - $13,229
1,533 Added 9.02%
18,536 $159,000
Q1 2023

Apr 17, 2023

BUY
$7.66 - $9.03 $37,526 - $44,237
4,899 Added 40.47%
17,003 $136,000
Q4 2022

Feb 09, 2023

BUY
$5.39 - $8.05 $65,240 - $97,437
12,104 New
12,104 $97,000
Q2 2021

Jul 22, 2021

SELL
$6.88 - $7.44 $16,663 - $18,019
-2,422 Closed
0 $0
Q1 2021

Apr 12, 2021

BUY
$6.1 - $7.88 $9,766 - $12,615
1,601 Added 195.01%
2,422 $18,000
Q4 2020

Feb 11, 2021

SELL
$5.4 - $6.23 $2,095 - $2,417
-388 Reduced 32.09%
821 $5,000
Q3 2020

Oct 28, 2020

SELL
$5.35 - $5.95 $4,948 - $5,503
-925 Reduced 43.35%
1,209 $7,000
Q2 2020

Jul 20, 2020

BUY
$4.63 - $6.37 $472 - $649
102 Added 5.02%
2,134 $12,000
Q4 2019

Jan 24, 2020

BUY
$6.72 - $7.53 $6,216 - $6,965
925 Added 83.56%
2,032 $15,000
Q3 2019

Oct 15, 2019

SELL
$6.36 - $7.15 $2,086 - $2,345
-328 Reduced 22.86%
1,107 $8,000
Q2 2019

Jul 10, 2019

BUY
$6.83 - $7.32 $4,767 - $5,109
698 Added 94.71%
1,435 $10,000
Q1 2019

Apr 12, 2019

BUY
$6.62 - $7.44 $59 - $66
9 Added 1.24%
737 $5,000
Q4 2018

Jan 30, 2019

SELL
$6.36 - $8.29 $6,131 - $7,991
-964 Reduced 56.97%
728 $5,000
Q3 2018

Nov 01, 2018

BUY
$7.6 - $8.42 $4,484 - $4,967
590 Added 53.54%
1,692 $13,000
Q2 2018

Aug 14, 2018

SELL
$7.73 - $8.61 $525 - $585
-68 Reduced 5.81%
1,102 $9,000
Q1 2018

Apr 12, 2018

BUY
$8.35 - $9.6 $2,663 - $3,062
319 Added 37.49%
1,170 $10,000
Q4 2017

Feb 09, 2018

BUY
$7.68 - $8.82 $3,502 - $4,021
456 Added 115.44%
851 $7,000
Q3 2017

Nov 14, 2017

BUY
$7.35 - $7.96 $2,903 - $3,144
395
395 $3,000

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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