Sumitomo Mitsui Financial Grp shares owned by Forum Financial Management
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 193k | 12.63 |
| 2024-06-30 | $2.6M | 193k | 13.41 |
| 2024-03-31 | $2.3M | 193k | 11.77 |
| 2023-12-31 | $1.8M | 189k | 9.68 |
| 2023-09-30 | $1.6M | 163k | 9.85 |
| 2023-06-30 | $1.4M | 163k | 8.60 |
| 2023-03-31 | $1.3M | 163k | 8.00 |
| 2022-12-31 | $1.3M | 163k | 8.02 |
| 2022-09-30 | $882k | 160k | 5.50 |
| 2022-06-30 | $946k | 160k | 5.90 |
| 2022-03-31 | $1.0M | 160k | 6.27 |
| 2021-12-31 | $1.1M | 160k | 6.79 |
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