Valeo 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 | $247K | Buy |
44,386
+1,214
| +3% | +$6.75K | 0.01% | 636 |
|
2025
Q1 | $238K | Buy |
43,172
+8,251
| +24% | +$45.5K | 0.01% | 591 |
|
2024
Q4 | $171K | Sell |
34,921
-708
| -2% | -$3.46K | ﹤0.01% | 654 |
|
2024
Q3 | $149K | Buy |
35,629
+2,331
| +7% | +$9.74K | ﹤0.01% | 661 |
|
2024
Q2 | $141K | Hold |
33,298
| – | – | ﹤0.01% | 625 |
|
2024
Q1 | $130K | Hold |
33,298
| – | – | ﹤0.01% | 624 |
|
2023
Q4 | $115K | Buy |
33,298
+594
| +2% | +$2.04K | ﹤0.01% | 609 |
|
2023
Q3 | $112K | Buy |
32,704
+470
| +1% | +$1.61K | 0.01% | 585 |
|
2023
Q2 | $99K | Hold |
32,234
| – | – | ﹤0.01% | 568 |
|
2023
Q1 | $90.9K | Buy |
32,234
+430
| +1% | +$1.21K | ﹤0.01% | 579 |
|
2022
Q4 | $90.3K | Buy |
+31,804
| New | +$90.3K | 0.01% | 511 |
|
2018
Q4 | – | Sell |
-2,362
| Closed | -$8K | – | 1618 |
|
2018
Q3 | $8K | Buy |
+2,362
| New | +$8K | ﹤0.01% | 1034 |
|