O'Shaughnessy Asset Management’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 | $10.9M | Buy |
793,257
+38,437
| +5% | +$527K | 0.07% | 284 |
|
|
2025
Q1 | $10.3M | Buy |
754,820
+6,430
| +0.9% | +$87.6K | 0.08% | 272 |
|
|
2024
Q4 | $8.77M | Sell |
748,390
-12,962
| -2% | -$152K | 0.07% | 279 |
|
|
2024
Q3 | $8.13M | Buy |
761,352
+41,060
| +6% | +$439K | 0.07% | 293 |
|
|
2024
Q2 | $7.78M | Buy |
720,292
+57,577
| +9% | +$622K | 0.08% | 273 |
|
|
2024
Q1 | $6.78M | Buy |
662,715
+125,467
| +23% | +$1.28M | 0.08% | 288 |
|
|
2023
Q4 | $4.63M | Buy |
537,248
+40,473
| +8% | +$348K | 0.06% | 325 |
|
|
2023
Q3 | $4.22M | Buy |
496,775
+90,129
| +22% | +$765K | 0.06% | 318 |
|
|
2023
Q2 | $3M | Buy |
406,646
+28,865
| +8% | +$213K | 0.04% | 365 |
|
|
2023
Q1 | $2.41M | Buy |
377,781
+70,183
| +23% | +$448K | 0.04% | 408 |
|
|
2022
Q4 | $2.05M | Buy |
307,598
+81,280
| +36% | +$542K | 0.03% | 425 |
|
|
2022
Q3 | $1.02M | Sell |
226,318
-108,903
| -32% | -$490K | 0.02% | 547 |
|
|
2022
Q2 | $1.79M | Sell |
335,221
-59,816
| -15% | -$319K | 0.03% | 413 |
|
|
2022
Q1 | $2.45M | Buy |
395,037
+78,551
| +25% | +$486K | 0.04% | 361 |
|
|
2021
Q4 | $1.73M | Buy |
316,486
+19,496
| +7% | +$106K | 0.03% | 396 |
|
|
2021
Q3 | $1.76M | Buy |
296,990
+87,220
| +42% | +$517K | 0.04% | 340 |
|
|
2021
Q2 | $1.14M | Buy |
209,770
+73,609
| +54% | +$399K | 0.02% | 446 |
|
|
2021
Q1 | $733K | Buy |
136,161
+30,076
| +28% | +$162K | 0.02% | 489 |
|
|
2020
Q4 | $470K | Sell |
106,085
-1,388
| -1% | -$6.15K | 0.01% | 531 |
|
|
2020
Q3 | $431K | Sell |
107,473
-11,761
| -10% | -$47.2K | 0.01% | 479 |
|
|
2020
Q2 | $469K | Buy |
119,234
+86,470
| +264% | +$340K | 0.01% | 414 |
|
|
2020
Q1 | $120K | Buy |
32,764
+5,969
| +22% | +$21.9K | ﹤0.01% | 588 |
|
|
2019
Q4 | $145K | Buy |
26,795
+26,504
| +9,108% | +$143K | ﹤0.01% | 696 |
|
|
2019
Q3 | $1K | Buy |
291
+206
| +242% | +$708 | ﹤0.01% | 916 |
|
|
2019
Q2 | $0 | Sell |
85
-4,164
| -98% | – | ﹤0.01% | 1137 |
|
|
2019
Q1 | $21K | Buy |
4,249
+4,087
| +2,523% | +$20.2K | ﹤0.01% | 760 |
|
|
2018
Q4 | $1K | Sell |
162
-119,957
| -100% | -$740K | ﹤0.01% | 897 |
|
|
2018
Q3 | $744K | Sell |
120,119
-15,167
| -11% | -$93.9K | 0.02% | 299 |
|
|
2018
Q2 | $764K | Sell |
135,286
-43,746
| -24% | -$247K | 0.02% | 285 |
|
|
2018
Q1 | $1.19M | Sell |
179,032
-38,595
| -18% | -$256K | 0.03% | 231 |
|
|
2017
Q4 | $1.58M | Buy |
217,627
+80,256
| +58% | +$583K | 0.04% | 221 |
|
|
2017
Q3 | $885K | Sell |
137,371
-59,945
| -30% | -$386K | 0.02% | 292 |
|
|
2017
Q2 | $1.33M | Sell |
197,316
-35,208
| -15% | -$238K | 0.03% | 255 |
|
|
2017
Q1 | $1.47M | Buy |
232,524
+4,899
| +2% | +$31.1K | 0.03% | 239 |
|
|
2016
Q4 | $1.4M | Buy |
227,625
+34,204
| +18% | +$211K | 0.03% | 236 |
|
|
2016
Q3 | $977K | Buy |
193,421
+52,026
| +37% | +$263K | 0.02% | 274 |
|
|
2016
Q2 | $626K | Buy |
141,395
+28,037
| +25% | +$124K | 0.02% | 308 |
|
|
2016
Q1 | $518K | Buy |
113,358
+37,996
| +50% | +$174K | 0.01% | 334 |
|
|
2015
Q4 | $469K | Buy |
75,362
+20,328
| +37% | +$127K | 0.01% | 372 |
|
|
2015
Q3 | $335K | Sell |
55,034
-4,496
| -8% | -$27.4K | 0.01% | 421 |
|
|
2015
Q2 | $430K | Buy |
+59,530
| New | +$430K | 0.01% | 396 |
|
|
2014
Q2 | – | Sell |
-23,783
| Closed | -$132K | – | 1016 |
|
|
2014
Q1 | $132K | Buy |
23,783
+3,557
| +18% | +$19.7K | ﹤0.01% | 580 |
|
|
2013
Q4 | $135K | Sell |
20,226
-220
| -1% | -$1.47K | ﹤0.01% | 568 |
|
|
2013
Q3 | $131K | Buy |
20,446
+92
| +0.5% | +$589 | ﹤0.01% | 559 |
|
|
2013
Q2 | $126K | Buy |
+20,354
| New | +$126K | ﹤0.01% | 561 |
|