B.O.S.S. Retirement 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
Q4 | – | Sell |
-42,008
| Closed | -$1.92M | – | 287 |
|
|
2024
Q3 | $1.92M | Buy |
42,008
+1,638
| +4% | +$74.9K | 0.39% | 66 |
|
|
2024
Q2 | $1.6M | Sell |
40,370
-764
| -2% | -$30.3K | 0.41% | 64 |
|
|
2024
Q1 | $1.78M | Sell |
41,134
-4,943
| -11% | -$214K | 0.68% | 56 |
|
|
2023
Q4 | $1.99M | Sell |
46,077
-4,923
| -10% | -$213K | 0.39% | 85 |
|
|
2023
Q3 | $1.69M | Sell |
51,000
-6,868
| -12% | -$227K | 0.36% | 97 |
|
|
2023
Q2 | $1.91M | Sell |
57,868
-1,671
| -3% | -$55.2K | 0.41% | 81 |
|
|
2023
Q1 | $2.15M | Buy |
59,539
+4,681
| +9% | +$169K | 0.5% | 62 |
|
|
2022
Q4 | $2.39M | Buy |
+54,858
| New | +$2.39M | 0.61% | 46 |
|