SMA
Sage Mountain Advisors’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Sell |
28,874
-302
| -1% | -$1.68K | 0.01% | 417 |
|
|
2025
Q1 | $161K | Buy |
29,176
+477
| +2% | +$2.63K | 0.01% | 388 |
|
|
2024
Q4 | $140K | Buy |
28,699
+259
| +0.9% | +$1.27K | 0.01% | 393 |
|
|
2024
Q3 | $119K | Hold |
28,440
| – | – | 0.01% | 411 |
|
|
2024
Q2 | $120K | Buy |
28,440
+2,106
| +8% | +$8.91K | 0.01% | 358 |
|
|
2024
Q1 | $105K | Buy |
26,334
+197
| +0.8% | +$784 | 0.01% | 346 |
|
|
2023
Q4 | $89.9K | Sell |
26,137
-219
| -0.8% | -$753 | 0.01% | 296 |
|
|
2023
Q3 | $90.4K | Hold |
26,356
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $80.9K | Hold |
26,356
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $74.3K | Buy |
+26,356
| New | +$74.3K | 0.01% | 274 |
|