Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24K | Buy |
49
+29
| +145% | +$1.33K | ﹤0.01% | 296 |
|
|
2025
Q1 | $854 | Buy |
+20
| New | +$854 | ﹤0.01% | 325 |
|
|
2021
Q4 | – | Sell |
-49
| Closed | -$3K | – | 212 |
|
|
2021
Q3 | $3K | Sell |
49
-146
| -75% | -$8.94K | ﹤0.01% | 179 |
|
|
2021
Q2 | $11K | Sell |
195
-270
| -58% | -$15.2K | ﹤0.01% | 171 |
|
|
2021
Q1 | $26K | Buy |
+465
| New | +$26K | 0.01% | 171 |
|