Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-286
Closed -$20.7K 103
2025
Q4
$20.7K Buy
+286
New +$28K ﹤0.01% 93

Financial Plan Inc's UOKA Position: Q1 2026 in Review

Financial Plan Inc sold out of MDJM Ltd (UOKA) in Q1 2026, closing a stake of 286 shares — an estimated $20.7K sold.

Financial Plan Inc first reported a position in UOKA in Q4 2025 and held it in 1 quarter. The position peaked at $20.7K in Q4 2025. 0 funds tracked by Wall St. Rank hold UOKA as of Q1 2026.

  • Financial Plan Inc reported no remaining MDJM Ltd position as of Q1 2026 after selling out during the quarter.
  • Financial Plan Inc sold 286 MDJM Ltd shares in Q1 2026, an estimated $20.7K.
  • Financial Plan Inc first reported a position in MDJM Ltd in Q4 2025 and held it in 1 quarter.
  • Financial Plan Inc's MDJM Ltd position peaked at $20.7K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held MDJM Ltd as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.