Lake Street Advisors Group’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $305K | Sell |
25,996
-150
| -0.6% | -$1.76K | 0.01% | 444 |
|
|
2024
Q3 | $266K | Sell |
26,146
-100
| -0.4% | -$1.02K | 0.01% | 486 |
|
|
2024
Q2 | $287K | Sell |
26,246
-1,213
| -4% | -$13.2K | 0.01% | 455 |
|
|
2024
Q1 | $281K | Sell |
27,459
-59
| -0.2% | -$604 | 0.01% | 474 |
|
|
2023
Q4 | $237K | Hold |
27,518
| – | – | 0.01% | 505 |
|
|
2023
Q3 | $234K | Sell |
27,518
-2,252
| -8% | -$19.2K | 0.01% | 238 |
|
|
2023
Q2 | $219K | Buy |
29,770
+219
| +0.7% | +$1.61K | 0.01% | 236 |
|
|
2023
Q1 | $189K | Sell |
29,551
-2,390
| -7% | -$15.3K | 0.01% | 227 |
|
|
2022
Q4 | $213K | Sell |
31,941
-199
| -0.6% | -$1.33K | 0.01% | 216 |
|
|
2022
Q3 | $145K | Buy |
32,140
+68
| +0.2% | +$307 | 0.01% | 231 |
|
|
2022
Q2 | $171K | Sell |
32,072
-94
| -0.3% | -$501 | 0.01% | 198 |
|
|
2022
Q1 | $199K | Sell |
32,166
-743
| -2% | -$4.6K | 0.01% | 198 |
|
|
2021
Q4 | $180K | Buy |
32,909
+607
| +2% | +$3.32K | 0.01% | 195 |
|
|
2021
Q3 | $192K | Sell |
32,302
-26,569
| -45% | -$158K | 0.02% | 154 |
|
|
2021
Q2 | $333K | Sell |
58,871
-3,652
| -6% | -$20.7K | 0.02% | 226 |
|
|
2021
Q1 | $336K | Buy |
62,523
+259
| +0.4% | +$1.39K | 0.03% | 212 |
|
|
2020
Q4 | $276K | Buy |
62,264
+7,574
| +14% | +$33.6K | 0.02% | 240 |
|
|
2020
Q3 | $219K | Buy |
54,690
+5,766
| +12% | +$23.1K | 0.02% | 249 |
|
|
2020
Q2 | $192K | Sell |
48,924
-25,847
| -35% | -$101K | 0.02% | 260 |
|
|
2020
Q1 | $274K | Buy |
74,771
+23,907
| +47% | +$87.6K | 0.03% | 190 |
|
|
2019
Q4 | $276K | Buy |
50,864
+2,388
| +5% | +$13K | 0.03% | 199 |
|
|
2019
Q3 | $246K | Buy |
48,476
+7,988
| +20% | +$40.5K | 0.03% | 185 |
|
|
2019
Q2 | $192K | Sell |
40,488
-1,407
| -3% | -$6.67K | 0.02% | 215 |
|
|
2019
Q1 | $207K | Buy |
41,895
+4,205
| +11% | +$20.8K | 0.02% | 213 |
|
|
2018
Q4 | $184K | Sell |
37,690
-2,150
| -5% | -$10.5K | 0.02% | 188 |
|
|
2018
Q3 | $247K | Sell |
39,840
-2,864
| -7% | -$17.8K | 0.03% | 166 |
|
|
2018
Q2 | $241K | Sell |
42,704
-1,704
| -4% | -$9.62K | 0.02% | 273 |
|
|
2018
Q1 | $295K | Sell |
44,408
-454
| -1% | -$3.02K | 0.03% | 204 |
|
|
2017
Q4 | $326K | Buy |
+44,862
| New | +$326K | 0.04% | 203 |
|