JFS Wealth Advisors’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 | $22.5K | Sell |
4,044
-291
| -7% | -$1.62K | ﹤0.01% | 634 |
|
|
2025
Q1 | $23.9K | Hold |
4,335
| – | – | ﹤0.01% | 624 |
|
|
2024
Q4 | $21.2K | Buy |
4,335
+423
| +11% | +$2.07K | ﹤0.01% | 625 |
|
|
2024
Q3 | $16.4K | Buy |
3,912
+188
| +5% | +$786 | ﹤0.01% | 686 |
|
|
2024
Q2 | $15.8K | Sell |
3,724
-1
| -0% | -$4 | ﹤0.01% | 658 |
|
|
2024
Q1 | $14.8K | Sell |
3,725
-1
| -0% | -$4 | ﹤0.01% | 696 |
|
|
2023
Q4 | $12.8K | Buy |
3,726
+2
| +0.1% | +$7 | ﹤0.01% | 704 |
|
|
2023
Q3 | $12.8K | Hold |
3,724
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $11.4K | Hold |
3,724
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $10.5K | Hold |
3,724
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $10.6K | Buy |
3,724
+2,995
| +411% | +$8.51K | ﹤0.01% | 686 |
|
|
2022
Q3 | $2K | Sell |
729
-1,092
| -60% | -$3K | ﹤0.01% | 1348 |
|
|
2022
Q2 | $4K | Sell |
1,821
-1,216
| -40% | -$2.67K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $8K | Buy |
3,037
+2,308
| +317% | +$6.08K | ﹤0.01% | 873 |
|
|
2021
Q4 | $2K | Buy |
+729
| New | +$2K | ﹤0.01% | 1107 |
|