Sumitomo Mitsui Financial Grp shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $684k | 54k | 12.63 |
| 2024-06-30 | $720k | 53k | 13.52 |
| 2023-12-31 | $566k | 58k | 9.68 |
| 2023-09-30 | $563k | 57k | 9.85 |
| 2023-06-30 | $487k | 57k | 8.61 |
| 2023-03-31 | $423k | 53k | 8.01 |
| 2022-12-31 | $403k | 50k | 8.02 |
| 2022-09-30 | $252k | 46k | 5.51 |
| 2022-06-30 | $270k | 46k | 5.90 |
| 2022-03-31 | $310k | 49k | 6.28 |
| 2021-12-31 | $329k | 48k | 6.80 |
| 2021-06-30 | $302k | 43k | 7.09 |
| 2021-03-31 | $313k | 43k | 7.24 |
| 2020-12-31 | $262k | 42k | 6.18 |
| 2020-09-30 | $225k | 40k | 5.58 |
| 2020-06-30 | $187k | 33k | 5.61 |
| 2020-03-31 | $216k | 45k | 4.78 |
| 2019-12-31 | $199k | 27k | 7.41 |
| 2019-09-30 | $168k | 25k | 6.85 |
| 2019-06-30 | $181k | 26k | 7.08 |
| 2019-03-31 | $178k | 25k | 7.02 |
| 2018-12-31 | $155k | 24k | 6.50 |
| 2018-09-30 | $193k | 24k | 8.02 |
| 2018-06-30 | $211k | 27k | 7.77 |
| 2018-03-31 | $231k | 27k | 8.51 |
| 2017-12-31 | $237k | 27k | 8.67 |
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