Creative Planning’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Sell |
1,104,332
-100,400
| -8% | -$558K | 0.01% | 693 |
|
|
2025
Q1 | $6.64M | Buy |
1,204,732
+197,582
| +20% | +$1.09M | 0.01% | 618 |
|
|
2024
Q4 | $4.92M | Buy |
1,007,150
+203,891
| +25% | +$997K | ﹤0.01% | 665 |
|
|
2024
Q3 | $3.36M | Buy |
803,259
+65,185
| +9% | +$272K | ﹤0.01% | 806 |
|
|
2024
Q2 | $3.12M | Buy |
738,074
+88,011
| +14% | +$372K | ﹤0.01% | 798 |
|
|
2024
Q1 | $2.59M | Buy |
650,063
+192,426
| +42% | +$766K | ﹤0.01% | 865 |
|
|
2023
Q4 | $1.57M | Buy |
457,637
+83,407
| +22% | +$287K | ﹤0.01% | 1011 |
|
|
2023
Q3 | $1.28M | Buy |
374,230
+78,893
| +27% | +$271K | ﹤0.01% | 1047 |
|
|
2023
Q2 | $907K | Buy |
295,337
+70,565
| +31% | +$217K | ﹤0.01% | 1175 |
|
|
2023
Q1 | $634K | Buy |
224,772
+123,066
| +121% | +$347K | ﹤0.01% | 1326 |
|
|
2022
Q4 | $289K | Sell |
101,706
-81,258
| -44% | -$231K | ﹤0.01% | 1746 |
|
|
2022
Q3 | $404K | Buy |
182,964
+39,895
| +28% | +$88.1K | ﹤0.01% | 1455 |
|
|
2022
Q2 | $320K | Buy |
143,069
+66,546
| +87% | +$149K | ﹤0.01% | 1558 |
|
|
2022
Q1 | $197K | Buy |
76,523
+5,742
| +8% | +$14.8K | ﹤0.01% | 1895 |
|
|
2021
Q4 | $180K | Sell |
70,781
-6,987
| -9% | -$17.8K | ﹤0.01% | 1890 |
|
|
2021
Q3 | $221K | Buy |
77,768
+42,843
| +123% | +$122K | ﹤0.01% | 1799 |
|
|
2021
Q2 | $100K | Sell |
34,925
-41,624
| -54% | -$119K | ﹤0.01% | 1859 |
|
|
2021
Q1 | $223K | Buy |
76,549
+2,142
| +3% | +$6.24K | ﹤0.01% | 1974 |
|
|
2020
Q4 | $190K | Sell |
74,407
-9,441
| -11% | -$24.1K | ﹤0.01% | 1885 |
|
|
2020
Q3 | $214K | Buy |
83,848
+53,931
| +180% | +$138K | ﹤0.01% | 1611 |
|
|
2020
Q2 | $74K | Sell |
29,917
-10,096
| -25% | -$25K | ﹤0.01% | 1682 |
|
|
2020
Q1 | $92K | Buy |
+40,013
| New | +$92K | ﹤0.01% | 1527 |
|
|
2019
Q4 | – | Sell |
-17,681
| Closed | -$54K | – | 1924 |
|
|
2019
Q3 | $54K | Buy |
17,681
+5,565
| +46% | +$17K | ﹤0.01% | 1760 |
|
|
2019
Q2 | $35K | Sell |
12,116
-4,125
| -25% | -$11.9K | ﹤0.01% | 1814 |
|
|
2019
Q1 | $50K | Buy |
16,241
+4,341
| +36% | +$13.4K | ﹤0.01% | 1749 |
|
|
2018
Q4 | $36K | Sell |
11,900
-1,791
| -13% | -$5.42K | ﹤0.01% | 1719 |
|
|
2018
Q3 | $48K | Sell |
13,691
-1,918
| -12% | -$6.72K | ﹤0.01% | 1847 |
|
|
2018
Q2 | $53K | Buy |
+15,609
| New | +$53K | ﹤0.01% | 1815 |
|
|
2017
Q4 | – | Sell |
-11,436
| Closed | -$41K | – | 1935 |
|
|
2017
Q3 | $41K | Sell |
11,436
-2,285
| -17% | -$8.19K | ﹤0.01% | 1781 |
|
|
2017
Q2 | $50K | Sell |
13,721
-4,800
| -26% | -$17.5K | ﹤0.01% | 2494 |
|
|
2017
Q1 | $68K | Hold |
18,521
| – | – | ﹤0.01% | 2226 |
|
|
2016
Q4 | $66K | Buy |
18,521
+9,571
| +107% | +$34.1K | ﹤0.01% | 2149 |
|
|
2016
Q3 | $30K | Buy |
8,950
+8,845
| +8,424% | +$29.6K | ﹤0.01% | 2709 |
|
|
2016
Q2 | $0 | Hold |
105
| – | – | ﹤0.01% | 4283 |
|
|
2016
Q1 | $0 | Sell |
105
-329
| -76% | – | ﹤0.01% | 4303 |
|
|
2015
Q4 | $2K | Hold |
434
| – | – | ﹤0.01% | 3950 |
|
|
2015
Q3 | $2K | Buy |
+434
| New | +$2K | ﹤0.01% | 3881 |
|
|
2015
Q2 | – | Sell |
-105
| Closed | – | – | 2120 |
|
|
2015
Q1 | $0 | Sell |
105
-4,324
| -98% | – | ﹤0.01% | 4158 |
|
|
2014
Q4 | $15K | Buy |
4,429
+4,324
| +4,118% | +$14.6K | ﹤0.01% | 2824 |
|
|
2014
Q3 | $0 | Sell |
105
-159
| -60% | – | ﹤0.01% | 3941 |
|
|
2014
Q2 | $1K | Buy |
264
+159
| +151% | +$602 | ﹤0.01% | 3532 |
|
|
2014
Q1 | $0 | Hold |
105
| – | – | ﹤0.01% | 3589 |
|
|
2013
Q4 | $0 | Hold |
105
| – | – | ﹤0.01% | 3401 |
|
|
2013
Q3 | $0 | Buy |
+105
| New | – | ﹤0.01% | 3293 |
|