Curi RMB Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.81M	Buy	401,363 +90,259	+29%	+$1.61M	0.12%	183
2025 Q4	$4.93M	Buy	311,104 +82,360	+36%	+$1.27M	0.09%	219
2025 Q3	$3.65M	Sell	228,744 -187,303	-45%	-$2.77M	0.07%	249
2025 Q2	$5.71M	Buy	416,047 +24,803	+6%	+$321K	0.11%	203
2025 Q1	$5.33M	Buy	+391,244	New	+$5.04M	0.13%	190
2018 Q3	–	Sell	-13,586	Closed	-$77K	–	933
2018 Q2	$77K	Buy	+13,586	New	+$86K	﹤0.01%	878
2016 Q1	–	Sell	-11,606	Closed	-$72K	–	448
2015 Q4	$72K	Sell	11,606 -3,130	-21%	-$20.2K	0.01%	434
2015 Q3	$90K	Buy	14,736 +220	+2%	+$1.49K	0.01%	439
2015 Q2	$105K	Sell	14,516 -900	-6%	-$6.41K	0.01%	421
2015 Q1	$96K	Sell	15,416 -2,837	-16%	-$16.8K	0.01%	497
2014 Q4	$101K	Sell	18,253 -2,090	-10%	-$11.6K	0.01%	426
2014 Q3	$114K	Sell	20,343 -2,222	-10%	-$13K	0.01%	433
2014 Q2	$139K	Sell	22,565 -9,500	-30%	-$53.7K	0.01%	414
2014 Q1	$177K	Sell	32,065 -9,855	-24%	-$58.8K	0.01%	360
2013 Q4	$280K	Sell	41,920 -7,677	-15%	-$49.2K	0.02%	298
2013 Q3	$318K	Sell	49,597 -15,253	-24%	-$97K	0.02%	288
2013 Q2	$403K	Buy	+64,850	New	+$415K	0.03%	258