CAPTRUST Financial Advisors’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 | $1.23M | Sell |
89,381
-767
| -0.9% | -$10.5K | ﹤0.01% | 1233 |
|
|
2025
Q1 | $1.23M | Buy |
90,148
+48,109
| +114% | +$656K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $493K | Sell |
42,039
-45,517
| -52% | -$533K | ﹤0.01% | 1608 |
|
|
2024
Q3 | $891K | Buy |
87,556
+10,434
| +14% | +$106K | ﹤0.01% | 1253 |
|
|
2024
Q2 | $833K | Buy |
77,122
+8,736
| +13% | +$94.3K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $700K | Sell |
68,386
-13,187
| -16% | -$135K | ﹤0.01% | 1323 |
|
|
2023
Q4 | $702K | Buy |
81,573
+3,432
| +4% | +$29.6K | ﹤0.01% | 1492 |
|
|
2023
Q3 | $663K | Buy |
78,141
+13,752
| +21% | +$117K | ﹤0.01% | 1457 |
|
|
2023
Q2 | $475K | Buy |
64,389
+238
| +0.4% | +$1.75K | ﹤0.01% | 1654 |
|
|
2023
Q1 | $410K | Buy |
64,151
+8,915
| +16% | +$57K | ﹤0.01% | 1514 |
|
|
2022
Q4 | $368K | Buy |
55,236
+23,731
| +75% | +$158K | ﹤0.01% | 1508 |
|
|
2022
Q3 | $142K | Sell |
31,505
-26,509
| -46% | -$119K | ﹤0.01% | 1882 |
|
|
2022
Q2 | $310K | Buy |
58,014
+29,642
| +104% | +$158K | ﹤0.01% | 1406 |
|
|
2022
Q1 | $176K | Sell |
28,372
-3,902
| -12% | -$24.2K | ﹤0.01% | 1818 |
|
|
2021
Q4 | $176K | Buy |
32,274
+7,106
| +28% | +$38.8K | ﹤0.01% | 1733 |
|
|
2021
Q3 | $149K | Hold |
25,168
| – | – | ﹤0.01% | 1769 |
|
|
2021
Q2 | $136K | Sell |
25,168
-113
| -0.4% | -$611 | ﹤0.01% | 1789 |
|
|
2021
Q1 | $136K | Buy |
25,281
+2,864
| +13% | +$15.4K | ﹤0.01% | 1748 |
|
|
2020
Q4 | $99K | Buy |
22,417
+15,008
| +203% | +$66.3K | ﹤0.01% | 1504 |
|
|
2020
Q3 | $30K | Buy |
7,409
+6,000
| +426% | +$24.3K | ﹤0.01% | 1803 |
|
|
2020
Q2 | $5K | Buy |
+1,409
| New | +$5K | ﹤0.01% | 2396 |
|