Summit Trail Advisors’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
23,090
-262
| -1% | -$1.46K | ﹤0.01% | 1082 |
|
|
2025
Q1 | $129K | Sell |
23,352
-1,664
| -7% | -$9.17K | ﹤0.01% | 398 |
|
|
2024
Q4 | $122K | Buy |
25,016
+513
| +2% | +$2.51K | ﹤0.01% | 375 |
|
|
2024
Q3 | $102K | Sell |
24,503
-1,449
| -6% | -$6.06K | ﹤0.01% | 701 |
|
|
2024
Q2 | $110K | Buy |
25,952
+9,923
| +62% | +$42K | ﹤0.01% | 604 |
|
|
2024
Q1 | $63.8K | Buy |
16,029
+5,619
| +54% | +$22.4K | ﹤0.01% | 591 |
|
|
2023
Q4 | $35.8K | Buy |
+10,410
| New | +$35.8K | ﹤0.01% | 548 |
|
|
2023
Q3 | – | Sell |
-15,057
| Closed | -$46.2K | – | 565 |
|
|
2023
Q2 | $46.2K | Buy |
+15,057
| New | +$46.2K | ﹤0.01% | 533 |
|
|
2018
Q2 | – | Sell |
-31,537
| Closed | -$111K | – | 587 |
|
|
2018
Q1 | $111K | Buy |
31,537
+3,452
| +12% | +$12.2K | 0.02% | 395 |
|
|
2017
Q4 | $110K | Buy |
+28,085
| New | +$110K | 0.01% | 596 |
|