Caprock Group’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
Q1 | $2.26M | Buy |
165,910
+29,253
| +21% | +$399K | 0.07% | 262 |
|
|
2024
Q4 | $1.6M | Buy |
136,657
+7,166
| +6% | +$84K | 0.05% | 318 |
|
|
2024
Q3 | $1.32M | Buy |
+129,491
| New | +$1.32M | 0.05% | 329 |
|
|
2024
Q2 | – | Sell |
-51,661
| Closed | -$528K | – | 893 |
|
|
2024
Q1 | $528K | Sell |
51,661
-1,584
| -3% | -$16.2K | 0.03% | 395 |
|
|
2023
Q4 | $458K | Buy |
53,245
+2,979
| +6% | +$25.6K | 0.03% | 416 |
|
|
2023
Q3 | $427K | Buy |
50,266
+189
| +0.4% | +$1.61K | 0.03% | 395 |
|
|
2023
Q2 | $372K | Buy |
50,077
+23,377
| +88% | +$174K | 0.03% | 445 |
|
|
2023
Q1 | $171K | Buy |
+26,700
| New | +$171K | 0.01% | 605 |
|
|
2020
Q3 | – | Sell |
-10,559
| Closed | -$43K | – | 439 |
|
|
2020
Q2 | $43K | Sell |
10,559
-4,780
| -31% | -$19.5K | 0.01% | 415 |
|
|
2020
Q1 | $56K | Buy |
+15,339
| New | +$56K | 0.01% | 343 |
|
|
2019
Q2 | – | Sell |
-27,581
| Closed | -$137K | – | 388 |
|
|
2019
Q1 | $137K | Sell |
27,581
-13,757
| -33% | -$68.3K | 0.03% | 356 |
|
|
2018
Q4 | $201K | Buy |
41,338
+11,709
| +40% | +$56.9K | 0.05% | 319 |
|
|
2018
Q3 | $183K | Buy |
29,629
+1,310
| +5% | +$8.09K | 0.04% | 377 |
|
|
2018
Q2 | $163K | Sell |
28,319
-8,088
| -22% | -$46.6K | 0.03% | 412 |
|
|
2018
Q1 | $242K | Sell |
36,407
-846
| -2% | -$5.62K | 0.05% | 335 |
|
|
2017
Q4 | $297K | Sell |
37,253
-200
| -0.5% | -$1.6K | 0.06% | 302 |
|
|
2017
Q3 | $241K | Buy |
37,453
+2,400
| +7% | +$15.4K | 0.05% | 357 |
|
|
2017
Q2 | $239K | Buy |
+35,053
| New | +$239K | 0.05% | 334 |
|
|
2016
Q2 | – | Sell |
-44,411
| Closed | -$204K | – | 319 |
|
|
2016
Q1 | $204K | Buy |
+44,411
| New | +$204K | 0.05% | 311 |
|