Sumitomo Mitsui Financial Grp shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $464k | 39k | 11.77 |
| 2023-12-31 | $364k | 38k | 9.68 |
| 2023-09-30 | $388k | 39k | 9.85 |
| 2023-06-30 | $399k | 46k | 8.60 |
| 2023-03-31 | $389k | 49k | 8.00 |
| 2022-12-31 | $403k | 50k | 8.02 |
| 2022-09-30 | $314k | 59k | 5.33 |
| 2022-06-30 | $198k | 34k | 5.90 |
| 2022-03-31 | $401k | 64k | 6.27 |
| 2021-12-31 | $274k | 41k | 6.67 |
| 2021-09-30 | $292k | 42k | 7.00 |
| 2021-06-30 | $286k | 42k | 6.90 |
| 2021-03-31 | $305k | 41k | 7.39 |
| 2020-12-31 | $239k | 40k | 6.00 |
| 2020-09-30 | $176k | 31k | 5.59 |
| 2020-06-30 | $170k | 31k | 5.59 |
| 2020-03-31 | $183k | 39k | 4.70 |
| 2019-12-31 | $166k | 23k | 7.38 |
| 2019-09-30 | $139k | 20k | 6.81 |
| 2019-06-30 | $125k | 18k | 7.06 |
| 2019-03-31 | $131k | 19k | 7.03 |
| 2018-12-31 | $108k | 17k | 6.50 |
| 2018-09-30 | $313k | 39k | 8.04 |
| 2018-06-30 | $300k | 39k | 7.78 |
| 2018-03-31 | $314k | 37k | 8.49 |
| 2017-12-31 | $72k | 8.6k | 8.29 |
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