SIA
Schechter Investment Advisors’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.04M | Sell |
188,056
-12,966
| -6% | -$71.4K | 0.09% | 226 |
|
|
2024
Q4 | $983K | Buy |
201,022
+23,790
| +13% | +$116K | 0.08% | 244 |
|
|
2024
Q3 | $741K | Buy |
177,232
+130,757
| +281% | +$547K | 0.05% | 314 |
|
|
2024
Q2 | $197K | Buy |
46,475
+10,274
| +28% | +$43.5K | 0.01% | 570 |
|
|
2024
Q1 | $144K | Buy |
36,201
+16,650
| +85% | +$66.3K | 0.01% | 589 |
|
|
2023
Q4 | $67.3K | Buy |
19,551
+732
| +4% | +$2.52K | 0.01% | 585 |
|
|
2023
Q3 | $64.5K | Buy |
18,819
+2,116
| +13% | +$7.26K | 0.01% | 571 |
|
|
2023
Q2 | $51.3K | Buy |
16,703
+1,846
| +12% | +$5.67K | ﹤0.01% | 621 |
|
|
2023
Q1 | $41.9K | Buy |
14,857
+940
| +7% | +$2.65K | ﹤0.01% | 657 |
|
|
2022
Q4 | $39.5K | Sell |
13,917
-1,780
| -11% | -$5.06K | ﹤0.01% | 809 |
|
|
2022
Q3 | $35K | Buy |
+15,697
| New | +$35K | ﹤0.01% | 923 |
|
|
2022
Q2 | – | Sell |
-26,123
| Closed | -$67K | – | 985 |
|
|
2022
Q1 | $67K | Buy |
26,123
+14,777
| +130% | +$37.9K | 0.01% | 904 |
|
|
2021
Q4 | $29K | Buy |
+11,346
| New | +$29K | ﹤0.01% | 863 |
|