United Capital Financial 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 | $799K | Sell |
143,672
-6,062
| -4% | -$33.7K | 0.01% | 646 |
|
|
2025
Q1 | $825K | Sell |
149,734
-1,191
| -0.8% | -$6.56K | 0.01% | 605 |
|
|
2024
Q4 | $738K | Buy |
150,925
+7,238
| +5% | +$35.4K | 0.01% | 618 |
|
|
2024
Q3 | $601K | Buy |
143,687
+14,438
| +11% | +$60.4K | ﹤0.01% | 681 |
|
|
2024
Q2 | $547K | Buy |
129,249
+7,274
| +6% | +$30.8K | ﹤0.01% | 682 |
|
|
2024
Q1 | $485K | Sell |
121,975
-9,105
| -7% | -$36.2K | ﹤0.01% | 738 |
|
|
2023
Q4 | $451K | Buy |
+131,080
| New | +$451K | ﹤0.01% | 746 |
|
|
2020
Q1 | – | Sell |
-72,948
| Closed | -$225K | – | 1291 |
|
|
2019
Q4 | $225K | Buy |
+72,948
| New | +$225K | ﹤0.01% | 1233 |
|
|
2019
Q3 | – | Sell |
-13,843
| Closed | -$40K | – | 1395 |
|
|
2019
Q2 | $40K | Sell |
13,843
-51,952
| -79% | -$150K | ﹤0.01% | 1412 |
|
|
2019
Q1 | $203K | Buy |
65,795
+1,406
| +2% | +$4.34K | ﹤0.01% | 1247 |
|
|
2018
Q4 | $193K | Sell |
64,389
-100,352
| -61% | -$301K | ﹤0.01% | 1204 |
|
|
2018
Q3 | $577K | Buy |
164,741
+45,418
| +38% | +$159K | ﹤0.01% | 934 |
|
|
2018
Q2 | $405K | Buy |
119,323
+20,907
| +21% | +$71K | ﹤0.01% | 989 |
|
|
2018
Q1 | $364K | Buy |
98,416
+33,984
| +53% | +$126K | ﹤0.01% | 1033 |
|
|
2017
Q4 | $235K | Buy |
64,432
+35,480
| +123% | +$129K | ﹤0.01% | 1187 |
|
|
2017
Q3 | $103K | Buy |
28,952
+13,288
| +85% | +$47.3K | ﹤0.01% | 1277 |
|
|
2017
Q2 | $57K | Buy |
+15,664
| New | +$57K | ﹤0.01% | 1259 |
|
|
2014
Q3 | – | Sell |
-137,702
| Closed | -$566K | – | 1112 |
|
|
2014
Q2 | $566K | Buy |
137,702
+110,130
| +399% | +$453K | 0.01% | 662 |
|
|
2014
Q1 | $110K | Buy |
+27,572
| New | +$110K | ﹤0.01% | 912 |
|