LRI Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$133K Buy
2025
Q1
$115K Sell
2024
Q4
$178K Hold
2024
Q3
$183K Hold
2024
Q2
$164K Buy