AA Financial Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $271K | Sell |
5,979
-624
| -9% | -$28.2K | 0.06% | 163 |
|
2025
Q1 | $279K | Buy |
+6,603
| New | +$279K | 0.07% | 141 |
|
2024
Q3 | – | Sell |
-5,328
| Closed | -$212K | – | 182 |
|
2024
Q2 | $212K | Sell |
5,328
-700
| -12% | -$27.8K | 0.07% | 156 |
|
2024
Q1 | $269K | Buy |
+6,028
| New | +$269K | 0.11% | 134 |
|