Kestra Private Wealth 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 | – | Sell |
-49,445
| Closed | -$674K | – | 1646 |
|
|
2025
Q1 | $674K | Buy |
+49,445
| New | +$674K | 0.01% | 832 |
|
|
2023
Q4 | – | Sell |
-10,187
| Closed | -$86.5K | – | 1263 |
|
|
2023
Q3 | $86.5K | Sell |
10,187
-1,492
| -13% | -$12.7K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $86.1K | Sell |
11,679
-488
| -4% | -$3.6K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $77.7K | Buy |
12,167
+165
| +1% | +$1.05K | ﹤0.01% | 990 |
|
|
2022
Q4 | $80.1K | Buy |
12,002
+112
| +0.9% | +$747 | ﹤0.01% | 858 |
|
|
2022
Q3 | $54K | Sell |
11,890
-199
| -2% | -$904 | ﹤0.01% | 861 |
|
|
2022
Q2 | $65K | Buy |
12,089
+843
| +7% | +$4.53K | ﹤0.01% | 872 |
|
|
2022
Q1 | $70K | Sell |
11,246
-730
| -6% | -$4.54K | ﹤0.01% | 949 |
|
|
2021
Q4 | $65K | Sell |
11,976
-462
| -4% | -$2.51K | ﹤0.01% | 970 |
|
|
2021
Q3 | $74K | Buy |
12,438
+1,417
| +13% | +$8.43K | ﹤0.01% | 909 |
|
|
2021
Q2 | $60K | Sell |
11,021
-1,147
| -9% | -$6.24K | ﹤0.01% | 872 |
|
|
2021
Q1 | $65K | Buy |
+12,168
| New | +$65K | ﹤0.01% | 787 |
|