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LRI Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

LRI Investments’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$133K Buy
9,677
+1,218
+14% +$16.7K 0.01% 368
2025
Q1 		$115K Sell
8,459
-6,697
-44% -$91.3K 0.01% 387
2024
Q4 		$178K Hold
15,156
– – 0.02% 296
2024
Q3 		$183K Hold
15,156
– – 0.02% 298
2024
Q2 		$164K Buy
+15,156
New +$164K 0.02% 288