CFIA
Cantor Fitzgerald Investment Advisors’s US Bancorp USB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.9M | Sell |
351,965
-294
| -0.1% | -$13.3K | 1.13% | 29 |
|
2025
Q1 | $14.9M | Buy |
352,259
+6,158
| +2% | +$260K | 1.08% | 34 |
|
2024
Q4 | $16.6M | Buy |
346,101
+2,144
| +0.6% | +$103K | 1.15% | 31 |
|
2024
Q3 | $15.7M | Buy |
343,957
+557
| +0.2% | +$25.5K | 1.07% | 39 |
|
2024
Q2 | $13.6M | Sell |
343,400
-8,811
| -3% | -$350K | 1.05% | 40 |
|
2024
Q1 | $15.7M | Sell |
352,211
-5,663
| -2% | -$253K | 1.17% | 33 |
|
2023
Q4 | $15.5M | Buy |
+357,874
| New | +$15.5M | 1.2% | 35 |
|
2022
Q1 | $24.7M | Buy |
464,184
+232,113
| +100% | +$12.3M | 1.1% | 30 |
|
2021
Q4 | $13M | Buy |
232,071
+6,906
| +3% | +$388K | 0.79% | 32 |
|
2021
Q3 | $13.4M | Buy |
225,165
+1,480
| +0.7% | +$88K | 0.99% | 27 |
|
2021
Q2 | $12.7M | Buy |
+223,685
| New | +$12.7M | 0.94% | 27 |
|