Forum Financial Management’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 | $1.97M | Sell |
353,511
-10,583
| -3% | -$58.8K | 0.03% | 126 |
|
|
2025
Q1 | $2.01M | Hold |
364,094
| – | – | 0.03% | 117 |
|
|
2024
Q4 | $1.78M | Buy |
364,094
+90,960
| +33% | +$445K | 0.03% | 134 |
|
|
2024
Q3 | $1.14M | Hold |
273,134
| – | – | 0.02% | 172 |
|
|
2024
Q2 | $1.16M | Hold |
273,134
| – | – | 0.02% | 153 |
|
|
2024
Q1 | $1.09M | Hold |
273,134
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $940K | Sell |
273,134
-15,504
| -5% | -$53.3K | 0.02% | 174 |
|
|
2023
Q3 | $990K | Hold |
288,638
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $886K | Sell |
288,638
-42
| -0% | -$129 | 0.02% | 174 |
|
|
2023
Q1 | $814K | Buy |
288,680
+42
| +0% | +$118 | 0.02% | 167 |
|
|
2022
Q4 | $820K | Hold |
288,638
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $638K | Hold |
288,638
| – | – | 0.03% | 176 |
|
|
2022
Q2 | $647K | Hold |
288,638
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $741K | Hold |
288,638
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $736K | Buy |
+288,638
| New | +$736K | 0.04% | 170 |
|