Forum Financial Management, LP's ownership history for SMFG

Forum Financial Management, LP currently holds 209.6K shares with a market value of $4.1M. It started holding SMFG on 2024-09-30. At its peak, it held 222.1K shares on 2024-12-31. Its highest holding value was $4.1M on 2025-12-31. At its lowest, it held 193.1K shares on 2024-09-30, with a value of $2.4M on 2024-09-30. In the recent 180 days, Forum Financial Management, LP has increased its shares by 0. In the recent year, Forum Financial Management, LP has decreased its shares by 12.5K.