Annapolis Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.57K | Buy |
+56
| New | +$2.57K | ﹤0.01% | 346 |
|
|
2023
Q4 | – | Sell |
-306
| Closed | -$10.1K | – | 502 |
|
|
2023
Q3 | $10.1K | Hold |
306
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $10.1K | Hold |
306
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $11K | Hold |
306
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $13.3K | Sell |
306
-3,404
| -92% | -$148K | ﹤0.01% | 277 |
|
|
2022
Q3 | $150K | Sell |
3,710
-413
| -10% | -$16.7K | 0.06% | 117 |
|
|
2022
Q2 | $190K | Hold |
4,123
| – | – | 0.07% | 107 |
|
|
2022
Q1 | $219K | Sell |
4,123
-1,000
| -20% | -$53.1K | 0.07% | 102 |
|
|
2021
Q4 | $288K | Sell |
5,123
-270
| -5% | -$15.2K | 0.09% | 97 |
|
|
2021
Q3 | $321K | Buy |
5,393
+330
| +7% | +$19.6K | 0.11% | 92 |
|
|
2021
Q2 | $288K | Hold |
5,063
| – | – | 0.1% | 94 |
|
|
2021
Q1 | $280K | Sell |
5,063
-84
| -2% | -$4.65K | 0.1% | 83 |
|
|
2020
Q4 | $240K | Buy |
+5,147
| New | +$240K | 0.09% | 84 |
|