LFA
Legacy Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,874
| Closed | -$366K | – | 385 |
|
|
2025
Q1 | $366K | Buy |
26,874
+3,283
| +14% | +$44.7K | 0.06% | 251 |
|
|
2024
Q4 | $276K | Buy |
23,591
+3,591
| +18% | +$42.1K | 0.05% | 283 |
|
|
2024
Q3 | $204K | Buy |
20,000
+1,368
| +7% | +$13.9K | 0.03% | 342 |
|
|
2024
Q2 | $201K | Sell |
18,632
-226
| -1% | -$2.44K | 0.04% | 319 |
|
|
2024
Q1 | $193K | Buy |
18,858
+2,834
| +18% | +$29K | 0.03% | 311 |
|
|
2023
Q4 | $138K | Sell |
16,024
-107
| -0.7% | -$921 | 0.03% | 292 |
|
|
2023
Q3 | $137K | Buy |
16,131
+5,086
| +46% | +$43.2K | 0.03% | 253 |
|
|
2023
Q2 | $81.4K | Sell |
11,045
-56
| -0.5% | -$413 | 0.02% | 260 |
|
|
2023
Q1 | $70.9K | Sell |
11,101
-6,172
| -36% | -$39.4K | 0.01% | 250 |
|
|
2022
Q4 | $115K | Buy |
17,273
+2,870
| +20% | +$19.1K | 0.02% | 237 |
|
|
2022
Q3 | $65K | Sell |
14,403
-853
| -6% | -$3.85K | 0.02% | 221 |
|
|
2022
Q2 | $81K | Buy |
15,256
+1,920
| +14% | +$10.2K | 0.02% | 218 |
|
|
2022
Q1 | $83K | Buy |
13,336
+2,870
| +27% | +$17.9K | 0.02% | 238 |
|
|
2021
Q4 | $57K | Sell |
10,466
-8,355
| -44% | -$45.5K | 0.01% | 205 |
|
|
2021
Q3 | $112K | Buy |
18,821
+4,432
| +31% | +$26.4K | 0.03% | 182 |
|
|
2021
Q2 | $78K | Buy |
14,389
+1,740
| +14% | +$9.43K | 0.02% | 172 |
|
|
2021
Q1 | $68K | Buy |
+12,649
| New | +$68K | 0.02% | 157 |
|
|
2020
Q4 | – | Sell |
-16,041
| Closed | -$64K | – | 151 |
|
|
2020
Q3 | $64K | Buy |
+16,041
| New | +$64K | 0.02% | 135 |
|
|
2020
Q1 | – | Sell |
-15,776
| Closed | -$86K | – | 104 |
|
|
2019
Q4 | $86K | Buy |
15,776
+1,939
| +14% | +$10.6K | 0.03% | 112 |
|
|
2019
Q3 | $70K | Buy |
+13,837
| New | +$70K | 0.02% | 113 |
|
|
2019
Q2 | – | Sell |
-5,465
| Closed | -$27K | – | 619 |
|
|
2019
Q1 | $27K | Sell |
5,465
-203
| -4% | -$1K | 0.01% | 399 |
|
|
2018
Q4 | $28K | Sell |
5,668
-2,626
| -32% | -$13K | 0.01% | 350 |
|
|
2018
Q3 | $51K | Buy |
8,294
+1,116
| +16% | +$6.86K | 0.02% | 246 |
|
|
2018
Q2 | $41K | Buy |
7,178
+1,992
| +38% | +$11.4K | 0.02% | 273 |
|
|
2018
Q1 | $34K | Buy |
5,186
+874
| +20% | +$5.73K | 0.01% | 292 |
|
|
2017
Q4 | $31K | Buy |
+4,312
| New | +$31K | 0.01% | 304 |
|