Lido Advisors’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 | $314K | Buy |
22,452
+921
| +4% | +$12.9K | ﹤0.01% | 1188 |
|
2025
Q1 | $293K | Sell |
21,531
-2,105
| -9% | -$28.7K | ﹤0.01% | 1133 |
|
2024
Q4 | $277K | Buy |
23,636
+173
| +0.7% | +$2.03K | ﹤0.01% | 1133 |
|
2024
Q3 | $239K | Buy |
23,463
+1,270
| +6% | +$12.9K | ﹤0.01% | 1120 |
|
2024
Q2 | $242K | Buy |
22,193
+4,954
| +29% | +$54.1K | ﹤0.01% | 1085 |
|
2024
Q1 | $176K | Buy |
17,239
+6,637
| +63% | +$67.9K | ﹤0.01% | 1149 |
|
2023
Q4 | $91.3K | Buy |
+10,602
| New | +$91.3K | ﹤0.01% | 1139 |
|