United Capital Financial Advisors’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
Q2 | $1.43M | Sell |
104,114
-3,413
| -3% | -$46.8K | 0.01% | 504 |
|
|
2025
Q1 | $1.47M | Buy |
107,527
+1,222
| +1% | +$16.7K | 0.01% | 482 |
|
|
2024
Q4 | $1.25M | Buy |
106,305
+1,520
| +1% | +$17.8K | 0.01% | 506 |
|
|
2024
Q3 | $1.07M | Sell |
104,785
-1,173
| -1% | -$11.9K | 0.01% | 526 |
|
|
2024
Q2 | $1.14M | Sell |
105,958
-1,333
| -1% | -$14.4K | 0.01% | 496 |
|
|
2024
Q1 | $1.1M | Sell |
107,291
-6,156
| -5% | -$63K | 0.01% | 534 |
|
|
2023
Q4 | $977K | Buy |
+113,447
| New | +$977K | 0.01% | 565 |
|
|
2023
Q1 | – | Sell |
-10,581
| Closed | -$70.6K | – | 1027 |
|
|
2022
Q4 | $70.6K | Buy |
+10,581
| New | +$70.6K | ﹤0.01% | 1018 |
|
|
2020
Q1 | – | Sell |
-120,810
| Closed | -$656K | – | 1298 |
|
|
2019
Q4 | $656K | Buy |
+120,810
| New | +$656K | ﹤0.01% | 910 |
|
|
2019
Q3 | – | Sell |
-117,787
| Closed | -$555K | – | 1399 |
|
|
2019
Q2 | $555K | Buy |
117,787
+44,115
| +60% | +$208K | ﹤0.01% | 1006 |
|
|
2019
Q1 | $365K | Buy |
73,672
+6,364
| +9% | +$31.5K | ﹤0.01% | 1061 |
|
|
2018
Q4 | $325K | Buy |
67,308
+4
| +0% | +$19 | ﹤0.01% | 1037 |
|
|
2018
Q3 | $417K | Buy |
67,304
+42,294
| +169% | +$262K | ﹤0.01% | 1005 |
|
|
2018
Q2 | $141K | Sell |
25,010
-23,147
| -48% | -$130K | ﹤0.01% | 1253 |
|
|
2018
Q1 | $320K | Buy |
48,157
+6,798
| +16% | +$45.2K | ﹤0.01% | 1070 |
|
|
2017
Q4 | $301K | Buy |
41,359
+22,930
| +124% | +$167K | ﹤0.01% | 1113 |
|
|
2017
Q3 | $119K | Buy |
18,429
+1,817
| +11% | +$11.7K | ﹤0.01% | 1271 |
|
|
2017
Q2 | $112K | Buy |
+16,612
| New | +$112K | ﹤0.01% | 1239 |
|
|
2016
Q2 | – | Sell |
-11,826
| Closed | -$54K | – | 1273 |
|
|
2016
Q1 | $54K | Buy |
+11,826
| New | +$54K | ﹤0.01% | 1196 |
|