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Atlantic Family Wealth’s US Bancorp USB Stock Holding History

Atlantic Family Wealth’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$284K Sell
6,284
-28
-0.4% -$1.27K 0.25% 33
2025
Q1 		$266K Buy
6,312
+254
+4% +$10.7K 0.25% 33
2024
Q4 		$290K Buy
+6,058
New +$290K 0.34% 26