Global Retirement Partners, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 33,688 shares of SMFG stock, worth $588,866. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,688

Previous 29,254 15.16%

Holding current value

$588,866

Previous $442,000 27.38%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$14.53 - $17.13 $64,426 - $75,954	4,434 Added 15.16%	33,688 $563,000
Q2 2025 Aug 12, 2025	BUY	$12.23 - $15.46 $113,995 - $144,102	9,321 Added 46.76%	29,254 $442,000
Q4 2024 Jan 31, 2025	BUY	$12.27 - $15.41 $137,006 - $172,068	11,166 Added 127.36%	19,933 $288,000
Q3 2024 Oct 16, 2024	BUY	$11.38 - $14.48 $24,922 - $31,711	2,190 Added 33.3%	8,767 $110,000
Q2 2024 Jul 23, 2024	BUY	$11.1 - $13.41 $2,652 - $3,204	239 Added 3.77%	6,577 $88,000

Q1 2024 Apr 23, 2024	BUY	$9.6 - $12.33 $33,456 - $42,970	3,485 Added 122.15%	6,338 $74,000
Q4 2023 Jan 18, 2024	SELL	$9.05 - $10.15 $144 - $162	-16 Reduced 0.56%	2,853 $27,000
Q3 2023 Oct 13, 2023	BUY	$8.56 - $10.35 $10,511 - $12,709	1,228 Added 74.83%	2,869 $28,000
Q2 2023 Jul 20, 2023	SELL	$7.84 - $8.63 $548 - $604	-70 Reduced 4.09%	1,641 $14,000
Q1 2023 May 05, 2023	BUY	$7.66 - $9.03 $4,649 - $5,481	607 Added 54.98%	1,711 $13,000
Q4 2022 Feb 13, 2023	BUY	$5.39 - $8.05 $1,191 - $1,779	221 Added 25.03%	1,104 $8,000
Q3 2022 Nov 03, 2022	SELL	$5.5 - $31.5 $1,017 - $5,827	-185 Reduced 17.32%	883 $5,000
Q2 2022 Jul 15, 2022	BUY	$5.74 - $6.41 $1,314 - $1,467	229 Added 27.29%	1,068 $6,000
Q1 2022 Jul 14, 2022	BUY	$6.27 - $7.7 $5,260 - $6,460	839 New	839 $5,000
Q4 2021 Jan 21, 2022	SELL	$6.47 - $7.04 $12,280 - $13,361	-1,898 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$6.6 - $7.48 $5,900 - $6,687	894 Added 89.04%	1,898 $13,000
Q2 2021 Jul 15, 2021	BUY	$6.88 - $7.44 $6,907 - $7,469	1,004 New	1,004 $7,000
Q3 2020 Oct 09, 2020	SELL	$5.35 - $5.95 $7,120 - $7,919	-1,331 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$4.63 - $6.37 $6,412 - $8,822	-1,385 Reduced 50.99%	1,331 $7,000
Q1 2020 Apr 28, 2020	SELL	$4.61 - $7.47 $737 - $1,195	-160 Reduced 5.56%	2,716 $13,000
Q4 2019 Jan 23, 2020	SELL	$6.72 - $7.53 $2,036 - $2,281	-303 Reduced 9.53%	2,876 $21,000
Q3 2019 Nov 19, 2019	BUY	$6.36 - $7.15 $2,938 - $3,303	462 Added 17.0%	3,179 $22,000
Q2 2019 Nov 19, 2019	BUY	$6.83 - $7.32 $17,150 - $18,380	2,511 Added 1218.93%	2,717 $19,000
Q1 2019 May 07, 2019	BUY	$6.62 - $7.44 $1,363 - $1,532	206 New	206 $1,000
Q4 2018 Feb 22, 2019	SELL	$6.36 - $8.29 $903 - $1,177	-142 Closed	0 $0
Q1 2018 Aug 10, 2018	BUY	$8.35 - $9.6 $1,185 - $1,363	142 New	142 $1,000

Others Institutions Holding SMFG

# of Institutions

438

Shares Held

103M

Call Options Held

3.15M

Put Options Held

18.8K

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 $120B
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...

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Global Retirement Partners, LLC Sumitomo Mitsui Financial Group, Inc. Transaction History