Kestra Advisory Services’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 | $504K | Buy |
36,702
+12,570
| +52% | +$172K | ﹤0.01% | 1953 |
|
|
2025
Q1 | $329K | Sell |
24,132
-8,007
| -25% | -$109K | ﹤0.01% | 2112 |
|
|
2024
Q4 | $377K | Buy |
32,139
+11,600
| +56% | +$136K | ﹤0.01% | 2059 |
|
|
2024
Q3 | $209K | Sell |
20,539
-15,447
| -43% | -$157K | ﹤0.01% | 2331 |
|
|
2024
Q2 | $389K | Buy |
35,986
+305
| +0.9% | +$3.29K | ﹤0.01% | 1936 |
|
|
2024
Q1 | $365K | Buy |
35,681
+7,329
| +26% | +$75K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $244K | Buy |
28,352
+3,968
| +16% | +$34.2K | ﹤0.01% | 1984 |
|
|
2023
Q3 | $207K | Buy |
24,384
+11,475
| +89% | +$97.4K | ﹤0.01% | 1914 |
|
|
2023
Q2 | $95.1K | Buy |
+12,909
| New | +$95.1K | ﹤0.01% | 2001 |
|
|
2023
Q1 | – | Sell |
-35,889
| Closed | -$239K | – | 2232 |
|
|
2022
Q4 | $239K | Buy |
35,889
+7,286
| +25% | +$48.6K | ﹤0.01% | 1900 |
|
|
2022
Q3 | $129K | Buy |
28,603
+6,366
| +29% | +$28.7K | ﹤0.01% | 1944 |
|
|
2022
Q2 | $119K | Buy |
22,237
+6,112
| +38% | +$32.7K | ﹤0.01% | 1976 |
|
|
2022
Q1 | $100K | Sell |
16,125
-3,884
| -19% | -$24.1K | ﹤0.01% | 1931 |
|
|
2021
Q4 | $109K | Buy |
20,009
+684
| +4% | +$3.73K | ﹤0.01% | 1935 |
|
|
2021
Q3 | $115K | Buy |
19,325
+1,453
| +8% | +$8.65K | ﹤0.01% | 2044 |
|
|
2021
Q2 | $97K | Buy |
17,872
+5,000
| +39% | +$27.1K | ﹤0.01% | 1955 |
|
|
2021
Q1 | $69K | Buy |
+12,872
| New | +$69K | ﹤0.01% | 1815 |
|