Orion Portfolio Solutions’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
Q1
$5.8M Buy
425,497
+35,807
+9% +$488K 0.06% 313
2024
Q4
$4.57M Buy
389,690
+137,224
+54% +$1.61M 0.05% 357
2024
Q3
$2.57M Sell
252,466
-46,068
-15% -$469K 0.03% 565
2024
Q2
$3.22M Buy
298,534
+16,257
+6% +$176K 0.03% 440
2024
Q1
$2.89M Sell
282,277
-9,420
-3% -$96.4K 0.03% 496
2023
Q4
$2.59M Sell
291,697
-10,968
-4% -$97.5K 0.03% 514
2023
Q3
$2.57M Sell
302,665
-16,317
-5% -$139K 0.03% 503
2023
Q2
$2.35M Sell
318,982
-32,484
-9% -$239K 0.03% 579
2023
Q1
$2.25M Buy
+351,466
New +$2.25M 0.03% 544