Sumitomo Mitsui Financial Grp shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $518k | 54k | 9.68 |
| 2023-09-30 | $931k | 95k | 9.85 |
| 2023-06-30 | $337k | 39k | 8.60 |
| 2023-03-31 | $293k | 37k | 8.00 |
| 2022-12-31 | $273k | 34k | 8.02 |
| 2022-09-30 | $138k | 25k | 5.50 |
| 2022-06-30 | $131k | 22k | 5.92 |
| 2022-03-31 | $101k | 16k | 6.29 |
| 2021-12-31 | $61k | 9.0k | 6.76 |
| 2021-09-30 | $183k | 26k | 7.02 |
| 2021-06-30 | $159k | 23k | 6.90 |
| 2021-03-31 | $152k | 21k | 7.27 |
| 2020-12-31 | $76k | 12k | 6.13 |
| 2020-09-30 | $99k | 18k | 5.61 |
| 2020-06-30 | $79k | 14k | 5.62 |
| 2020-03-31 | $77k | 17k | 4.68 |
| 2019-12-31 | $126k | 17k | 7.47 |
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