LPL Financial’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 | $7.4M | Buy |
539,591
+81,360
| +18% | +$1.12M | ﹤0.01% | 1977 |
|
2025
Q1 | $6.25M | Buy |
458,231
+124,828
| +37% | +$1.7M | ﹤0.01% | 1965 |
|
2024
Q4 | $3.91M | Buy |
333,403
+115,315
| +53% | +$1.35M | ﹤0.01% | 2260 |
|
2024
Q3 | $2.22M | Buy |
218,088
+23,841
| +12% | +$243K | ﹤0.01% | 2598 |
|
2024
Q2 | $2.1M | Buy |
194,247
+67,272
| +53% | +$727K | ﹤0.01% | 2533 |
|
2024
Q1 | $1.3M | Buy |
126,975
+41,093
| +48% | +$420K | ﹤0.01% | 2917 |
|
2023
Q4 | $739K | Buy |
85,882
+31,049
| +57% | +$267K | ﹤0.01% | 3295 |
|
2023
Q3 | $466K | Sell |
54,833
-3,718
| -6% | -$31.6K | ﹤0.01% | 3520 |
|
2023
Q2 | $432K | Buy |
58,551
+2,610
| +5% | +$19.2K | ﹤0.01% | 3528 |
|
2023
Q1 | $357K | Buy |
55,941
+1,521
| +3% | +$9.72K | ﹤0.01% | 3588 |
|
2022
Q4 | $363K | Buy |
54,420
+42,096
| +342% | +$281K | ﹤0.01% | 3503 |
|
2022
Q3 | $55K | Sell |
12,324
-24,038
| -66% | -$107K | ﹤0.01% | 4187 |
|
2022
Q2 | $194K | Sell |
36,362
-239
| -0.7% | -$1.28K | ﹤0.01% | 3935 |
|
2022
Q1 | $227K | Sell |
36,601
-79,265
| -68% | -$492K | ﹤0.01% | 3751 |
|
2021
Q4 | $633K | Buy |
115,866
+12,455
| +12% | +$68K | ﹤0.01% | 3060 |
|
2021
Q3 | $613K | Buy |
103,411
+6,894
| +7% | +$40.9K | ﹤0.01% | 3019 |
|
2021
Q2 | $523K | Buy |
96,517
+22,483
| +30% | +$122K | ﹤0.01% | 3108 |
|
2021
Q1 | $398K | Buy |
74,034
+11,934
| +19% | +$64.2K | ﹤0.01% | 3209 |
|
2020
Q4 | $275K | Buy |
62,100
+17,575
| +39% | +$77.8K | ﹤0.01% | 3263 |
|
2020
Q3 | $179K | Sell |
44,525
-11,115
| -20% | -$44.7K | ﹤0.01% | 3219 |
|
2020
Q2 | $219K | Sell |
55,640
-217,847
| -80% | -$857K | ﹤0.01% | 3045 |
|
2020
Q1 | $1M | Sell |
273,487
-214,165
| -44% | -$784K | ﹤0.01% | 1612 |
|
2019
Q4 | $2.65M | Buy |
487,652
+17,824
| +4% | +$96.8K | ﹤0.01% | 1176 |
|
2019
Q3 | $2.39M | Buy |
469,828
+184,217
| +64% | +$936K | ﹤0.01% | 1149 |
|
2019
Q2 | $1.36M | Buy |
285,611
+261,236
| +1,072% | +$1.24M | ﹤0.01% | 1506 |
|
2019
Q1 | $121K | Buy |
24,375
+9,532
| +64% | +$47.3K | ﹤0.01% | 3029 |
|
2018
Q4 | $72K | Buy |
+14,843
| New | +$72K | ﹤0.01% | 2969 |
|
2018
Q3 | – | Sell |
-11,391
| Closed | -$64K | – | 3263 |
|
2018
Q2 | $64K | Sell |
11,391
-4,186
| -27% | -$23.5K | ﹤0.01% | 3117 |
|
2018
Q1 | $103K | Buy |
15,577
+2,990
| +24% | +$19.8K | ﹤0.01% | 3053 |
|
2017
Q4 | $92K | Buy |
12,587
+2,539
| +25% | +$18.6K | ﹤0.01% | 2920 |
|
2017
Q3 | $65K | Buy |
+10,048
| New | +$65K | ﹤0.01% | 2797 |
|
2015
Q4 | – | Sell |
-133,292
| Closed | -$846K | – | 3220 |
|
2015
Q3 | $846K | Buy |
133,292
+68,995
| +107% | +$438K | ﹤0.01% | 1363 |
|
2015
Q2 | $465K | Buy |
64,297
+1,533
| +2% | +$11.1K | ﹤0.01% | 1949 |
|
2015
Q1 | $396K | Buy |
62,764
+592
| +1% | +$3.74K | ﹤0.01% | 2021 |
|
2014
Q4 | $344K | Sell |
62,172
-611
| -1% | -$3.38K | ﹤0.01% | 2047 |
|
2014
Q3 | $349K | Sell |
62,783
-24,684
| -28% | -$137K | ﹤0.01% | 2056 |
|
2014
Q2 | $538K | Sell |
87,467
-25,639
| -23% | -$158K | ﹤0.01% | 1747 |
|
2014
Q1 | $627K | Sell |
113,106
-6,786
| -6% | -$37.6K | ﹤0.01% | 1572 |
|
2013
Q4 | $801K | Buy |
119,892
+7,283
| +6% | +$48.7K | 0.01% | 1402 |
|
2013
Q3 | $735K | Buy |
112,609
+5,223
| +5% | +$34.1K | ﹤0.01% | 1383 |
|
2013
Q2 | $667K | Buy |
+107,386
| New | +$667K | ﹤0.01% | 1371 |
|