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