Mitsubishi UFJ Trust & Banking’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,407
| Closed | -$321K | – | 1110 |
|
|
2025
Q1 | $321K | Sell |
3,407
-585
| -15% | -$55.1K | ﹤0.01% | 971 |
|
|
2024
Q4 | $423K | Buy |
+3,992
| New | +$423K | ﹤0.01% | 952 |
|
|
2024
Q3 | – | Sell |
-576
| Closed | -$48.5K | – | 1116 |
|
|
2024
Q2 | $48.5K | Buy |
576
+151
| +36% | +$12.7K | ﹤0.01% | 1061 |
|
|
2024
Q1 | $32.8K | Buy |
+425
| New | +$32.8K | ﹤0.01% | 1060 |
|
|
2022
Q2 | – | Sell |
-6,493
| Closed | -$441K | – | 1297 |
|
|
2022
Q1 | $441K | Sell |
6,493
-1,000
| -13% | -$67.9K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $528K | Sell |
7,493
-708
| -9% | -$49.9K | ﹤0.01% | 1071 |
|
|
2021
Q3 | $557K | Hold |
8,201
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q2 | $526K | Sell |
8,201
-469
| -5% | -$30.1K | ﹤0.01% | 1096 |
|
|
2021
Q1 | $437K | Sell |
8,670
-2,580
| -23% | -$130K | ﹤0.01% | 1066 |
|
|
2020
Q4 | $568K | Sell |
11,250
-3,150
| -22% | -$159K | ﹤0.01% | 1056 |
|
|
2020
Q3 | $485K | Hold |
14,400
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q2 | $455K | Hold |
14,400
| – | – | ﹤0.01% | 1004 |
|
|
2020
Q1 | $396K | Hold |
14,400
| – | – | ﹤0.01% | 984 |
|
|
2019
Q4 | $582K | Sell |
14,400
-750
| -5% | -$30.3K | ﹤0.01% | 1014 |
|
|
2019
Q3 | $580K | Buy |
+15,150
| New | +$580K | ﹤0.01% | 994 |
|