HBK Sorce Advisory’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
$158K Sell
11,534
-242
-2% -$3.32K ﹤0.01% 558
2025
Q1
$161K Sell
11,776
-1,469
-11% -$20K ﹤0.01% 548
2024
Q4
$155K Buy
+13,245
New +$155K ﹤0.01% 545