B. Riley Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $347 | Buy |
7,530
+3,003
| +66% | +$138 | ﹤0.01% | 502 |
|
|
2022
Q1 | $241K | Sell |
4,527
-19
| -0.4% | -$1.01K | 0.02% | 504 |
|
|
2021
Q4 | $255K | Buy |
4,546
+737
| +19% | +$41.3K | 0.02% | 515 |
|
|
2021
Q3 | $226K | Buy |
+3,809
| New | +$226K | 0.02% | 530 |
|
|
2020
Q2 | – | Sell |
-24,162
| Closed | -$832K | – | 553 |
|
|
2020
Q1 | $832K | Sell |
24,162
-2,555
| -10% | -$88K | 0.09% | 197 |
|
|
2019
Q4 | $1.58M | Sell |
26,717
-485
| -2% | -$28.8K | 0.24% | 98 |
|
|
2019
Q3 | $1.51M | Sell |
27,202
-343
| -1% | -$19K | 0.26% | 88 |
|
|
2019
Q2 | $1.44K | Sell |
27,545
-322
| -1% | -$17 | 0.22% | 90 |
|
|
2019
Q1 | $1.34M | Sell |
27,867
-70
| -0.3% | -$3.37K | 0.23% | 96 |
|
|
2018
Q4 | $1.28M | Buy |
27,937
+292
| +1% | +$13.3K | 0.27% | 85 |
|
|
2018
Q3 | $1.46M | Buy |
+27,645
| New | +$1.46M | 0.36% | 64 |
|
|
2015
Q1 | – | Sell |
-265
| Closed | -$11K | – | 1100 |
|
|
2014
Q4 | $11K | Hold |
265
| – | – | 0.01% | 719 |
|
|
2014
Q3 | $11K | Sell |
265
-7,070
| -96% | -$293K | 0.01% | 748 |
|
|
2014
Q2 | $317K | Buy |
7,335
+576
| +9% | +$24.9K | 0.21% | 137 |
|
|
2014
Q1 | $290K | Buy |
+6,759
| New | +$290K | 0.21% | 130 |
|