Allworth Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
12,778
+1,883
| +17% | +$25.8K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $133K | Sell |
10,895
-4,689
| -30% | -$57.4K | ﹤0.01% | 1092 |
|
|
2024
Q4 | $189K | Sell |
15,584
-564
| -3% | -$6.84K | ﹤0.01% | 964 |
|
|
2024
Q3 | $164K | Buy |
16,148
+5,102
| +46% | +$51.9K | ﹤0.01% | 881 |
|
|
2024
Q2 | $124K | Buy |
11,046
+533
| +5% | +$5.99K | ﹤0.01% | 989 |
|
|
2024
Q1 | $108K | Buy |
10,513
+2,754
| +35% | +$28.2K | ﹤0.01% | 995 |
|
|
2023
Q4 | $66.8K | Sell |
7,759
-34
| -0.4% | -$293 | ﹤0.01% | 1083 |
|
|
2023
Q3 | $66.2K | Buy |
7,793
+2,654
| +52% | +$22.5K | ﹤0.01% | 1027 |
|
|
2023
Q2 | $37.9K | Sell |
5,139
-1,762
| -26% | -$13K | ﹤0.01% | 1228 |
|
|
2023
Q1 | $44.1K | Buy |
6,901
+4,102
| +147% | +$26.2K | ﹤0.01% | 1113 |
|
|
2022
Q4 | $18.7K | Buy |
2,799
+270
| +11% | +$1.8K | ﹤0.01% | 1395 |
|
|
2022
Q3 | $11K | Buy |
2,529
+1,863
| +280% | +$8.1K | ﹤0.01% | 1624 |
|
|
2022
Q2 | $4K | Buy |
+666
| New | +$4K | ﹤0.01% | 1824 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$10K | – | 717 |
|
|
2016
Q3 | $10K | Buy |
+2,000
| New | +$10K | ﹤0.01% | 412 |
|