Stratos Wealth Partners’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 | – | Sell |
-16,700
| Closed | -$196K | – | 1467 |
|
|
2024
Q4 | $196K | Buy |
16,700
+1,192
| +8% | +$14K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $158K | Sell |
15,508
-437
| -3% | -$4.45K | ﹤0.01% | 1363 |
|
|
2024
Q2 | $172K | Sell |
15,945
-418
| -3% | -$4.51K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $167K | Sell |
16,363
-14,922
| -48% | -$153K | ﹤0.01% | 1300 |
|
|
2023
Q4 | $269K | Buy |
31,285
+16,873
| +117% | +$145K | 0.01% | 1132 |
|
|
2023
Q3 | $122K | Buy |
14,412
+1,524
| +12% | +$12.9K | ﹤0.01% | 1219 |
|
|
2023
Q2 | $95K | Buy |
12,888
+1,314
| +11% | +$9.68K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $74K | Sell |
11,574
-187
| -2% | -$1.2K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $78.4K | Buy |
11,761
+1,164
| +11% | +$7.76K | ﹤0.01% | 1104 |
|
|
2022
Q3 | $48K | Buy |
+10,597
| New | +$48K | ﹤0.01% | 1096 |
|
|
2018
Q2 | – | Sell |
-44,638
| Closed | -$296K | – | 1978 |
|
|
2018
Q1 | $296K | Buy |
44,638
+40,193
| +904% | +$267K | 0.01% | 728 |
|
|
2017
Q4 | $32K | Sell |
4,445
-23,449
| -84% | -$169K | ﹤0.01% | 1732 |
|
|
2017
Q3 | $180K | Buy |
27,894
+13,746
| +97% | +$88.7K | 0.01% | 864 |
|
|
2017
Q2 | $96K | Buy |
+14,148
| New | +$96K | 0.01% | 808 |
|