Atlas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,906
| Closed | -$711K | – | 40 |
|
|
2024
Q2 | $711K | Sell |
17,906
-1,426
| -7% | -$56.6K | 1.18% | 11 |
|
|
2024
Q1 | $864K | Buy |
19,332
+1,154
| +6% | +$51.6K | 1.34% | 8 |
|
|
2023
Q4 | $787K | Sell |
18,178
-17,693
| -49% | -$766K | 1.29% | 11 |
|
|
2023
Q3 | $1.19M | Buy |
+35,871
| New | +$1.19M | 0.93% | 10 |
|