Jones Financial Companies’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 | $667K | Buy |
48,080
+23,516
| +96% | +$326K | ﹤0.01% | 1170 |
|
|
2025
Q1 | $343K | Buy |
24,564
+3,659
| +18% | +$51K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $245K | Buy |
20,905
+8,265
| +65% | +$96.9K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $128K | Buy |
12,640
+7,790
| +161% | +$79.1K | ﹤0.01% | 1313 |
|
|
2024
Q2 | $52.4K | Buy |
4,850
+2,603
| +116% | +$28.1K | ﹤0.01% | 1240 |
|
|
2024
Q1 | $23K | Buy |
2,247
+446
| +25% | +$4.56K | ﹤0.01% | 878 |
|
|
2023
Q4 | $15.5K | Sell |
1,801
-448
| -20% | -$3.86K | ﹤0.01% | 621 |
|
|
2023
Q3 | $19.1K | Buy |
+2,249
| New | +$19.1K | ﹤0.01% | 438 |
|
|
2023
Q1 | – | Sell |
-246
| Closed | -$2K | – | 705 |
|
|
2022
Q4 | $2K | Buy |
+246
| New | +$2K | ﹤0.01% | 608 |
|
|
2022
Q3 | – | Sell |
-559
| Closed | -$3K | – | 665 |
|
|
2022
Q2 | $3K | Sell |
559
-441
| -44% | -$2.37K | ﹤0.01% | 577 |
|
|
2022
Q1 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 564 |
|
|
2021
Q2 | – | Sell |
-961
| Closed | -$5K | – | 740 |
|
|
2021
Q1 | $5K | Sell |
961
-1,789
| -65% | -$9.31K | ﹤0.01% | 624 |
|
|
2020
Q4 | $12K | Buy |
+2,750
| New | +$12K | ﹤0.01% | 417 |
|
|
2013
Q4 | – | Sell |
-932
| Closed | -$6K | – | 431 |
|
|
2013
Q3 | $6K | Hold |
932
| – | – | ﹤0.01% | 569 |
|
|
2013
Q2 | $6K | Buy |
+932
| New | +$6K | ﹤0.01% | 668 |
|